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 | $161,304 | $105,181+53.4% | $159,436+1.2% | $85,850+87.9% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 18.80% | 45.07%-26.3pp | 263.57%-244.8pp | 318.53%-299.7pp |
| Employer contribution / active EE | $4,993 | $3,318+50.5% | $4,829+3.4% | $2,565+94.7% |
| Participant deferral / active EE | $9,637 | $5,945+62.1% | $7,352+31.1% | $3,952+143.9% |
| Admin fee / account holder | $20,868 | $6,933+201.0% | $10,799+93.2% | $6,260+233.4% |