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 | $167,682 | $117,841+42.3% | $102,423+63.7% | $145,922+14.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.30% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,823 | $3,615-49.6% | $3,023-39.7% | $4,660-60.9% |
| Participant deferral / active EE | $4,706 | $5,731-17.9% | $5,053-6.9% | $6,688-29.6% |
| Admin fee / account holder | $25,364 | $13,326+90.3% | $9,451+168.4% | $13,397+89.3% |