See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,177 | $214,378-30.9% | $200,582-26.1% | $142,382+4.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.94% | 46.41%-22.5pp | 42.33%-18.4pp | 217.08%-193.1pp |
| Employer contribution / active EE | $11,434 | $6,841+67.1% | $6,419+78.1% | $4,299+166.0% |
| Participant deferral / active EE | $23,583 | $9,865+139.1% | $9,331+152.7% | $6,507+262.4% |
| Admin fee / account holder | $43,222 | $17,692+144.3% | $16,305+165.1% | $12,624+242.4% |