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 | $155,722 | $112,881+38.0% | $90,951+71.2% | $158,922-2.0% |
| Participation rate | 90.5% | 74.7%+15.7pp | 69.0%+21.5pp | 82.0%+8.5pp |
| Annual return | 14.71% | 215.79%-201.1pp | 134.60%-119.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,126 | $2,893+8.0% | $2,122+47.3% | $4,761-34.4% |
| Participant deferral / active EE | $6,442 | $4,128+56.1% | $3,373+91.0% | $5,982+7.7% |
| Admin fee / account holder | $16,535 | $8,041+105.6% | $5,959+177.5% | $11,246+47.0% |