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 | $165,365 | $105,859+56.2% | $90,160+83.4% | $147,584+12.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.34% | 37.63%-21.3pp | 34.88%-18.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $6,798 | $4,126+64.8% | $3,318+104.9% | $4,876+39.4% |
| Participant deferral / active EE | $4,492 | $5,733-21.6% | $5,288-15.0% | $5,439-17.4% |
| Admin fee / account holder | $5,314 | $8,046-34.0% | $5,943-10.6% | $10,885-51.2% |