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 | $232,131 | $165,984+39.9% | $164,813+40.8% | $145,922+59.1% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 9.83% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,802 | $5,273-65.8% | $4,341-58.5% | $4,660-61.3% |
| Participant deferral / active EE | $6,312 | $6,959-9.3% | $6,031+4.6% | $6,688-5.6% |
| Admin fee / account holder | $34,593 | $16,648+107.8% | $12,690+172.6% | $13,397+158.2% |