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 | $176,510 | $109,817+60.7% | $98,442+79.3% | $167,490+5.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 28.33% | 1956.69%-1928.4pp | 1492.73%-1464.4pp | 478.56%-450.2pp |
| Employer contribution / active EE | $1,973 | $3,224-38.8% | $2,960-33.3% | $4,837-59.2% |
| Participant deferral / active EE | $6,455 | $4,673+38.1% | $4,276+51.0% | $6,341+1.8% |
| Admin fee / account holder | $1,037 | $6,753-84.6% | $5,949-82.6% | $12,309-91.6% |