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 | $153,455 | $133,958+14.6% | $112,228+36.7% | $134,475+14.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 6.66% | 47.11%-40.5pp | 27.45%-20.8pp | 417.96%-411.3pp |
| Employer contribution / active EE | $2,820 | $4,038-30.2% | $3,635-22.4% | $4,740-40.5% |
| Participant deferral / active EE | $1,923 | $5,291-63.6% | $4,728-59.3% | $6,400-69.9% |
| Admin fee / account holder | $1,509 | $7,489-79.9% | $6,410-76.5% | $11,426-86.8% |