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 | $152,233 | $108,919+39.8% | $100,391+51.6% | $145,922+4.3% |
| Participation rate | 89.5% | 82.9%+6.5pp | 81.5%+8.0pp | 80.3%+9.2pp |
| Annual return | 10.74% | 57.88%-47.1pp | 49.20%-38.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,344 | $4,419-24.3% | $3,942-15.2% | $4,660-28.2% |
| Participant deferral / active EE | $9,649 | $8,445+14.3% | $8,082+19.4% | $6,688+44.3% |
| Admin fee / account holder | $1,218 | $9,689-87.4% | $7,899-84.6% | $13,397-90.9% |