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 5-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 | $194,308 | $74,888+159.5% | $71,209+172.9% | $142,382+36.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.96% | 345.14%-331.2pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,666 | $2,854+98.5% | $2,721+108.3% | $4,299+31.8% |
| Participant deferral / active EE | $7,331 | $4,454+64.6% | $4,175+75.6% | $6,507+12.7% |
| Admin fee / account holder | $3,154 | $5,568-43.4% | $5,349-41.0% | $12,624-75.0% |