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 7-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 | $214,488 | $140,940+52.2% | $112,229+91.1% | $139,434+53.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.55% | 32.71%-13.2pp | 30.20%-10.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,757 | $4,283-59.0% | $3,430-48.8% | $4,751-63.0% |
| Participant deferral / active EE | $4,742 | $5,874-19.3% | $4,798-1.2% | $6,710-29.3% |
| Admin fee / account holder | $574 | $9,954-94.2% | $7,748-92.6% | $11,403-95.0% |