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 | $151,436 | $98,750+53.4% | $149,696+1.2% | $79,858+89.6% |
| Participation rate | 90.7% | 75.8%+15.0pp | 82.5%+8.3pp | 69.6%+21.1pp |
| Annual return | 16.48% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $6,221 | $3,216+93.4% | $4,644+34.0% | $2,471+151.8% |
| Participant deferral / active EE | $5,791 | $5,680+2.0% | $6,842-15.4% | $3,740+54.8% |
| Admin fee / account holder | $2,905 | $6,053-52.0% | $9,309-68.8% | $5,306-45.3% |