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 | $179,650 | $133,922+34.1% | $116,228+54.6% | $142,382+26.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 10.00% | 147.76%-137.8pp | 90.06%-80.1pp | 217.08%-207.1pp |
| Employer contribution / active EE | $4,765 | $3,446+38.3% | $2,994+59.1% | $4,299+10.8% |
| Participant deferral / active EE | $5,301 | $5,672-6.5% | $4,953+7.0% | $6,507-18.5% |
| Admin fee / account holder | $18,376 | $14,945+23.0% | $11,989+53.3% | $12,624+45.6% |