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 | $170,966 | $99,985+71.0% | $146,665+16.6% | $85,850+99.1% |
| Participation rate | 92.9% | 73.1%+19.8pp | 80.1%+12.8pp | 69.3%+23.5pp |
| Annual return | 13.19% | 18.93%-5.7pp | 22.74%-9.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $6,629 | $2,559+159.1% | $4,136+60.3% | $2,565+158.4% |
| Participant deferral / active EE | $8,706 | $4,006+117.3% | $5,506+58.1% | $3,952+120.3% |
| Admin fee / account holder | $78,938 | $7,702+924.9% | $10,280+667.9% | $6,260+1161.0% |