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 | $182,090 | $102,966+76.8% | $90,281+101.7% | $152,861+19.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 17.94% | 95.16%-77.2pp | 78.10%-60.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,432 | $3,139-22.5% | $2,854-14.8% | $4,762-48.9% |
| Participant deferral / active EE | $2,495 | $4,281-41.7% | $3,885-35.8% | $5,850-57.3% |
| Admin fee / account holder | $3,281 | $6,171-46.8% | $5,351-38.7% | $11,596-71.7% |