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 6-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 | $166,973 | $95,266+75.3% | $82,389+102.7% | $142,382+17.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.47% | 25.74%-8.3pp | 28.67%-11.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,535 | $2,991+18.2% | $2,517+40.4% | $4,299-17.8% |
| Participant deferral / active EE | $19,586 | $4,809+307.3% | $4,155+371.4% | $6,507+201.0% |
| Admin fee / account holder | $6,671 | $8,563-22.1% | $7,231-7.7% | $12,624-47.2% |