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 | $175,404 | $109,817+59.7% | $98,442+78.2% | $167,490+4.7% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 17.78% | 1956.69%-1938.9pp | 1492.73%-1474.9pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,053 | $3,224-36.3% | $2,960-30.7% | $4,837-57.6% |
| Participant deferral / active EE | $5,954 | $4,673+27.4% | $4,276+39.2% | $6,341-6.1% |
| Admin fee / account holder | $18,387 | $6,753+172.3% | $5,949+209.1% | $12,309+49.4% |