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 | $162,312 | $227,553-28.7% | $189,557-14.4% | $167,490-3.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.06% | 78.40%-61.3pp | 64.17%-47.1pp | 478.56%-461.5pp |
| Employer contribution / active EE | $14,887 | $5,316+180.0% | $4,412+237.4% | $4,837+207.7% |
| Participant deferral / active EE | $10,961 | $7,002+56.5% | $6,174+77.6% | $6,341+72.9% |
| Admin fee / account holder | $18,574 | $11,878+56.4% | $9,807+89.4% | $12,309+50.9% |