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 | $176,849 | $124,281+42.3% | $109,143+62.0% | $167,490+5.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 13.13% | 26.04%-12.9pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,003 | $4,207-28.6% | $3,722-19.3% | $4,837-37.9% |
| Participant deferral / active EE | $14,254 | $5,255+171.2% | $4,653+206.3% | $6,341+124.8% |
| Admin fee / account holder | $3,025 | $7,970-62.0% | $6,752-55.2% | $12,309-75.4% |