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 8-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 | $124,752 | $88,672+40.7% | $105,223+18.6% | $82,448+51.3% |
| Participation rate | 88.0% | 67.9%+20.1pp | 75.0%+13.0pp | 68.1%+19.9pp |
| Annual return | 21.93% | 30.86%-8.9pp | 180.65%-158.7pp | 41.64%-19.7pp |
| Employer contribution / active EE | $6,420 | $3,048+110.6% | $3,689+74.1% | $2,551+151.7% |
| Participant deferral / active EE | $9,281 | $4,036+130.0% | $5,072+83.0% | $4,139+124.2% |
| Admin fee / account holder | $7,137 | $7,146-0.1% | $8,859-19.4% | $7,234-1.3% |