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 | $188,868 | $114,381+65.1% | $107,525+75.7% | $142,382+32.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.56% | 242.71%-230.1pp | 181.32%-168.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,617 | $4,015-34.8% | $3,754-30.3% | $4,299-39.1% |
| Participant deferral / active EE | $8,768 | $5,564+57.6% | $5,116+71.4% | $6,507+34.7% |
| Admin fee / account holder | $6,415 | $9,860-34.9% | $8,919-28.1% | $12,624-49.2% |