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 | $134,622 | $108,919+23.6% | $100,391+34.1% | $145,922-7.7% |
| Participation rate | 84.2% | 82.9%+1.3pp | 81.5%+2.7pp | 80.3%+3.9pp |
| Annual return | 12.46% | 57.88%-45.4pp | 49.20%-36.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,687 | $4,419-39.2% | $3,942-31.8% | $4,660-42.3% |
| Participant deferral / active EE | $4,886 | $8,445-42.1% | $8,082-39.5% | $6,688-26.9% |
| Admin fee / account holder | $3,083 | $9,689-68.2% | $7,899-61.0% | $13,397-77.0% |