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 | $188,548 | $111,814+68.6% | $93,654+101.3% | $145,959+29.2% |
| Participation rate | 76.2% | 74.2%+2.0pp | 68.7%+7.5pp | 80.3%-4.1pp |
| Annual return | 24.38% | 203.30%-178.9pp | 133.34%-109.0pp | 561.95%-537.6pp |
| Employer contribution / active EE | $2,894 | $3,092-6.4% | $2,421+19.5% | $4,661-37.9% |
| Participant deferral / active EE | $6,695 | $4,914+36.2% | $4,413+51.7% | $6,689+0.1% |
| Admin fee / account holder | $29,415 | $10,246+187.1% | $8,282+255.2% | $13,398+119.5% |