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 | $158,995 | $115,770+37.3% | $101,248+57.0% | $158,9220% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.69% | 56.14%-37.5pp | 46.47%-27.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $4,892 | $4,175+17.2% | $3,660+33.7% | $4,761+2.7% |
| Participant deferral / active EE | $8,692 | $4,957+75.3% | $4,370+98.9% | $5,982+45.3% |
| Admin fee / account holder | $6,583 | $7,245-9.1% | $5,945+10.7% | $11,246-41.5% |