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 | $159,615 | $114,381+39.5% | $107,525+48.4% | $142,382+12.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.72% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,038 | $4,015+25.5% | $3,754+34.2% | $4,299+17.2% |
| Participant deferral / active EE | $2,286 | $5,564-58.9% | $5,116-55.3% | $6,507-64.9% |
| Admin fee / account holder | $678 | $9,860-93.1% | $8,919-92.4% | $12,624-94.6% |