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 | $143,579 | $91,190+57.5% | $178,490-19.6% | $79,858+79.8% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 11.03% | 24.19%-13.2pp | 151.07%-140.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $3,870 | $3,256+18.9% | $5,011-22.8% | $2,471+56.6% |
| Participant deferral / active EE | $7,029 | $3,236+117.2% | $5,202+35.1% | $3,740+87.9% |
| Admin fee / account holder | $19,129 | $6,751+183.4% | $13,984+36.8% | $5,306+260.5% |