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 | $166,396 | $107,334+55.0% | $92,893+79.1% | $152,861+8.9% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | 20.07% | 145.58%-125.5pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,434 | $4,221-66.0% | $3,653-60.7% | $4,762-69.9% |
| Participant deferral / active EE | $4,456 | $4,845-8.0% | $4,236+5.2% | $5,850-23.8% |
| Admin fee / account holder | $1,481 | $7,079-79.1% | $5,794-74.4% | $11,596-87.2% |