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 | $160,296 | $78,422+104.4% | $95,952+67.1% | $79,858+100.7% |
| Participation rate | 93.2% | 73.5%+19.7pp | 77.1%+16.1pp | 69.6%+23.5pp |
| Annual return | 18.43% | 19.37%-0.9pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $6,416 | $1,945+229.8% | $2,541+152.5% | $2,471+159.7% |
| Participant deferral / active EE | $3,650 | $3,440+6.1% | $4,167-12.4% | $3,740-2.4% |
| Admin fee / account holder | $751 | $5,622-86.6% | $6,795-88.9% | $5,306-85.8% |