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 | $159,135 | $107,334+48.3% | $92,893+71.3% | $152,861+4.1% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.4%+7.0pp |
| Annual return | 23.18% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $7,688 | $4,221+82.1% | $3,653+110.5% | $4,762+61.4% |
| Participant deferral / active EE | $4,328 | $4,845-10.7% | $4,236+2.2% | $5,850-26.0% |
| Admin fee / account holder | $1,438 | $7,079-79.7% | $5,794-75.2% | $11,596-87.6% |