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 | $164,588 | $100,773+63.3% | $88,946+85.0% | $142,382+15.6% |
| Participation rate | 84.2% | 74.3%+9.9pp | 68.8%+15.4pp | 80.1%+4.1pp |
| Annual return | 21.36% | 70.18%-48.8pp | 57.82%-36.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $9,248 | $2,918+217.0% | $2,555+262.0% | $4,299+115.1% |
| Participant deferral / active EE | $9,218 | $5,230+76.2% | $4,581+101.2% | $6,507+41.7% |
| Admin fee / account holder | $2,427 | $9,693-75.0% | $8,261-70.6% | $12,624-80.8% |