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 | $170,879 | $101,069+69.1% | $81,478+109.7% | $147,584+15.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 9.77% | 32.40%-22.6pp | 38.78%-29.0pp | 578.55%-568.8pp |
| Employer contribution / active EE | $6,973 | $3,205+117.6% | $2,568+171.6% | $4,876+43.0% |
| Participant deferral / active EE | $16,417 | $4,242+287.0% | $3,537+364.2% | $5,439+201.9% |
| Admin fee / account holder | $1,746 | $5,812-70.0% | $4,561-61.7% | $10,885-84.0% |