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 3-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 | $113,542 | $214,378-47.0% | $200,582-43.4% | $142,382-20.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.06% | 46.41%-31.3pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $13,871 | $6,841+102.8% | $6,419+116.1% | $4,299+222.6% |
| Participant deferral / active EE | $20,551 | $9,865+108.3% | $9,331+120.2% | $6,507+215.8% |
| Admin fee / account holder | $711 | $17,692-96.0% | $16,305-95.6% | $12,624-94.4% |