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 4-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 | $159,219 | $94,338+68.8% | $100,534+58.4% | $142,382+11.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.73% | 29.20%-14.5pp | 32.66%-17.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $23,967 | $4,237+465.7% | $4,346+451.4% | $4,299+457.5% |
| Participant deferral / active EE | $20,642 | $5,934+247.8% | $6,144+236.0% | $6,507+217.2% |
| Admin fee / account holder | $1,284 | $8,421-84.8% | $7,654-83.2% | $12,624-89.8% |