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 | $162,405 | $107,334+51.3% | $92,893+74.8% | $152,861+6.2% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 19.70% | 145.58%-125.9pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $8,673 | $4,221+105.5% | $3,653+137.4% | $4,762+82.1% |
| Participant deferral / active EE | $5,653 | $4,845+16.7% | $4,236+33.4% | $5,850-3.4% |
| Admin fee / account holder | $14,670 | $7,079+107.2% | $5,794+153.2% | $11,596+26.5% |