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 | $127,582 | $63,861+99.8% | $104,607+22.0% | $79,858+59.8% |
| Participation rate | 74.5% | 64.9%+9.6pp | 74.1%+0.5pp | 69.6%+4.9pp |
| Annual return | 15.51% | 21.30%-5.8pp | 340.46%-325.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,777 | $1,588+74.8% | $2,681+3.6% | $2,471+12.4% |
| Participant deferral / active EE | $4,103 | $2,693+52.3% | $3,740+9.7% | $3,740+9.7% |
| Admin fee / account holder | $5,812 | $4,185+38.9% | $6,473-10.2% | $5,306+9.5% |