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 5-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 | $170,845 | $97,125+75.9% | $86,233+98.1% | $137,256+24.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.68% | 74.19%-54.5pp | 61.39%-41.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $12,091 | $2,841+325.5% | $2,504+382.8% | $4,156+190.9% |
| Participant deferral / active EE | $28,942 | $5,180+458.8% | $4,559+534.8% | $6,407+351.7% |
| Admin fee / account holder | $1,162 | $9,725-88.1% | $8,342-86.1% | $12,270-90.5% |