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 | $161,690 | $63,703+153.8% | $93,063+73.7% | $82,448+96.1% |
| Participation rate | 97.5% | 63.8%+33.7pp | 72.1%+25.4pp | 68.1%+29.4pp |
| Annual return | 19.92% | -775.43%+795.4pp | 34.15%-14.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $5,675 | $1,729+228.3% | $2,476+129.2% | $2,551+122.5% |
| Participant deferral / active EE | $8,500 | $2,919+191.2% | $3,958+114.7% | $4,139+105.3% |
| Admin fee / account holder | $2,510 | $5,982-58.0% | $6,033-58.4% | $7,234-65.3% |