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 | $199,691 | $85,202+134.4% | $172,739+15.6% | $72,985+173.6% |
| Participation rate | 89.7% | 70.1%+19.6pp | 82.6%+7.0pp | 69.5%+20.2pp |
| Annual return | 23.63% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,320 | $3,324-30.2% | $5,143-54.9% | $2,440-4.9% |
| Participant deferral / active EE | $5,123 | $3,260+57.1% | $5,198-1.4% | $3,607+42.0% |
| Admin fee / account holder | $10,945 | $5,884+86.0% | $13,954-21.6% | $5,124+113.6% |