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 | $143,991 | $86,286+66.9% | $111,297+29.4% | $85,850+67.7% |
| Participation rate | 96.2% | 73.3%+22.8pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 12.97% | 19.99%-7.0pp | 54.65%-41.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,694 | $2,043+31.8% | $2,731-1.4% | $2,565+5.0% |
| Participant deferral / active EE | $4,963 | $3,641+36.3% | $4,487+10.6% | $3,952+25.6% |
| Admin fee / account holder | $2,902 | $8,188-64.6% | $7,964-63.6% | $6,260-53.6% |