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 10-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 | $140,912 | $153,772-8.4% | $133,980+5.2% | $273,961-48.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.31% | 36.51%-33.2pp | 29.30%-26.0pp | 41.45%-38.1pp |
| Employer contribution / active EE | $16,039 | $6,029+166.0% | $5,211+207.8% | $4,869+229.4% |
| Participant deferral / active EE | $10,456 | $6,958+50.3% | $6,282+66.5% | $5,287+97.8% |
| Admin fee / account holder | $9,432 | $11,765-19.8% | $9,324+1.2% | $10,132-6.9% |