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 | $156,533 | $91,538+71.0% | $129,995+20.4% | $75,163+108.3% |
| Participation rate | 96.6% | 71.4%+25.2pp | 78.5%+18.1pp | 67.2%+29.4pp |
| Annual return | 21.55% | -631.11%+652.7pp | -137.18%+158.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,534 | $2,845-10.9% | $4,320-41.3% | $2,670-5.1% |
| Participant deferral / active EE | $10,181 | $4,341+134.5% | $5,820+74.9% | $4,125+146.8% |
| Admin fee / account holder | $2,219 | $6,790-67.3% | $10,614-79.1% | $5,651-60.7% |