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 | $183,911 | $124,319+47.9% | $111,297+65.2% | $167,490+9.8% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.3%+17.4pp | 82.1%+12.6pp |
| Annual return | 27.80% | 37.44%-9.6pp | 54.65%-26.8pp | 478.56%-450.8pp |
| Employer contribution / active EE | $5,544 | $3,435+61.4% | $2,731+103.0% | $4,837+14.6% |
| Participant deferral / active EE | $14,197 | $5,180+174.0% | $4,487+216.4% | $6,341+123.9% |
| Admin fee / account holder | $3,352 | $10,618-68.4% | $7,964-57.9% | $12,309-72.8% |