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 | $199,535 | $152,587+30.8% | $125,175+59.4% | $152,861+30.5% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 24.08% | 54.84%-30.8pp | 43.79%-19.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $5,621 | $4,946+13.6% | $3,865+45.4% | $4,762+18.0% |
| Participant deferral / active EE | $11,243 | $5,868+91.6% | $4,937+127.7% | $5,850+92.2% |
| Admin fee / account holder | $891 | $13,434-93.4% | $9,702-90.8% | $11,596-92.3% |