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 | $120,619 | $54,705+120.5% | $71,209+69.4% | $84,808+42.2% |
| Participation rate | 97.0% | 64.1%+32.9pp | 73.8%+23.2pp | 68.3%+28.7pp |
| Annual return | 13.66% | 35.90%-22.2pp | 282.51%-268.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,862 | $2,158+32.6% | $2,721+5.2% | $2,631+8.8% |
| Participant deferral / active EE | $6,997 | $3,030+130.9% | $4,175+67.6% | $4,212+66.1% |
| Admin fee / account holder | $1,316 | $4,863-72.9% | $5,349-75.4% | $7,344-82.1% |