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 | $164,760 | $111,754+47.4% | $103,333+59.4% | $145,922+12.9% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 10.27% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $48,249 | $4,212+1045.4% | $3,868+1147.4% | $4,660+935.5% |
| Participant deferral / active EE | $2,397 | $5,619-57.3% | $5,057-52.6% | $6,688-64.2% |
| Admin fee / account holder | $18,346 | $9,750+88.2% | $8,355+119.6% | $13,397+36.9% |