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 | $184,670 | $117,841+56.7% | $102,423+80.3% | $145,922+26.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.43% | 31.65%-16.2pp | 29.32%-13.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,778 | $3,615-23.2% | $3,023-8.1% | $4,660-40.4% |
| Participant deferral / active EE | $8,832 | $5,731+54.1% | $5,053+74.8% | $6,688+32.1% |
| Admin fee / account holder | $804 | $13,326-94.0% | $9,451-91.5% | $13,397-94.0% |