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 | $215,606 | $100,773+114.0% | $88,946+142.4% | $142,382+51.4% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 17.37% | 70.18%-52.8pp | 57.82%-40.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,123 | $2,918+109.9% | $2,555+139.7% | $4,299+42.4% |
| Participant deferral / active EE | $16,690 | $5,230+219.1% | $4,581+264.3% | $6,507+156.5% |
| Admin fee / account holder | $2,159 | $9,693-77.7% | $8,261-73.9% | $12,624-82.9% |