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 | $162,065 | $117,841+37.5% | $102,423+58.2% | $145,922+11.1% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 13.06% | 31.65%-18.6pp | 29.32%-16.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,709 | $3,615-25.1% | $3,023-10.4% | $4,660-41.9% |
| Participant deferral / active EE | $11,509 | $5,731+100.8% | $5,053+127.8% | $6,688+72.1% |
| Admin fee / account holder | $3,200 | $13,326-76.0% | $9,451-66.1% | $13,397-76.1% |