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 5-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 | $156,643 | $203,436-23.0% | $152,466+2.7% | $167,490-6.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 10.12% | 13.80%-3.7pp | 757.33%-747.2pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,989 | $5,220-42.7% | $4,327-30.9% | $4,837-38.2% |
| Participant deferral / active EE | $3,364 | $6,716-49.9% | $5,820-42.2% | $6,341-47.0% |
| Admin fee / account holder | $1,243 | $22,506-94.5% | $15,805-92.1% | $12,309-89.9% |