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 | $123,319 | $98,750+24.9% | $149,696-17.6% | $79,858+54.4% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 21.47% | 27.43%-6.0pp | 276.60%-255.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $6,194 | $3,216+92.6% | $4,644+33.4% | $2,471+150.7% |
| Participant deferral / active EE | $11,761 | $5,680+107.1% | $6,842+71.9% | $3,740+214.5% |
| Admin fee / account holder | $2,903 | $6,053-52.0% | $9,309-68.8% | $5,306-45.3% |