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 6-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 | $180,428 | $104,974+71.9% | $95,585+88.8% | $142,382+26.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 14.29% | 210.33%-196.0pp | 38.56%-24.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $14,555 | $2,779+423.8% | $2,527+476.1% | $4,299+238.6% |
| Participant deferral / active EE | $11,577 | $4,352+166.0% | $4,023+187.8% | $6,507+77.9% |
| Admin fee / account holder | $1,999 | $6,386-68.7% | $6,127-67.4% | $12,624-84.2% |