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 9-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 | $124,419 | $89,753+38.6% | $107,525+15.7% | $84,808+46.7% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 17.37% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,882 | $3,113+56.8% | $3,754+30.1% | $2,631+85.5% |
| Participant deferral / active EE | $10,645 | $4,056+162.4% | $5,116+108.1% | $4,212+152.7% |
| Admin fee / account holder | $3,444 | $7,222-52.3% | $8,919-61.4% | $7,344-53.1% |