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 9-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 | $159,554 | $106,584+49.7% | $101,326+57.5% | $142,382+12.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 68.35% | 36.93%+31.4pp | 36.82%+31.5pp | 217.08%-148.7pp |
| Employer contribution / active EE | $2,533 | $3,956-36.0% | $3,665-30.9% | $4,299-41.1% |
| Participant deferral / active EE | $10,086 | $8,297+21.6% | $7,994+26.2% | $6,507+55.0% |
| Admin fee / account holder | $14,973 | $11,446+30.8% | $11,185+33.9% | $12,624+18.6% |