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 | $170,768 | $118,680+43.9% | $98,907+72.7% | $158,922+7.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.30% | 372.35%-349.1pp | 196.43%-173.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $3,002 | $3,333-9.9% | $2,689+11.6% | $4,761-37.0% |
| Participant deferral / active EE | $6,747 | $5,088+32.6% | $4,244+59.0% | $5,982+12.8% |
| Admin fee / account holder | $13,371 | $10,131+32.0% | $6,642+101.3% | $11,246+18.9% |