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 | $180,579 | $114,381+57.9% | $107,525+67.9% | $142,382+26.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.25% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,843 | $4,015-54.1% | $3,754-50.9% | $4,299-57.1% |
| Participant deferral / active EE | $2,397 | $5,564-56.9% | $5,116-53.1% | $6,507-63.2% |
| Admin fee / account holder | $12,504 | $9,860+26.8% | $8,919+40.2% | $12,624-0.9% |