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 | $81,628 | $209,336-61.0% | $197,124-58.6% | $137,256-40.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.49% | 48.09%-23.6pp | 44.34%-19.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $15,846 | $6,591+140.4% | $6,227+154.5% | $4,156+281.3% |
| Participant deferral / active EE | $18,669 | $9,614+94.2% | $9,135+104.4% | $6,407+191.4% |
| Admin fee / account holder | $5,247 | $17,308-69.7% | $16,298-67.8% | $12,270-57.2% |