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 | $163,116 | $91,190+78.9% | $178,490-8.6% | $79,858+104.3% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 22.19% | 24.19%-2.0pp | 151.07%-128.9pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,940 | $3,256-9.7% | $5,011-41.3% | $2,471+19.0% |
| Participant deferral / active EE | $6,055 | $3,236+87.1% | $5,202+16.4% | $3,740+61.9% |
| Admin fee / account holder | $2,419 | $6,751-64.2% | $13,984-82.7% | $5,306-54.4% |