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 | $171,742 | $106,584+61.1% | $101,326+69.5% | $142,382+20.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 18.83% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $9,024 | $3,956+128.1% | $3,665+146.2% | $4,299+109.9% |
| Participant deferral / active EE | $16,284 | $8,297+96.3% | $7,994+103.7% | $6,507+150.3% |
| Admin fee / account holder | $3,803 | $11,446-66.8% | $11,185-66.0% | $12,624-69.9% |