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 | $170,056 | $114,381+48.7% | $107,525+58.2% | $142,382+19.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.87% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $5,239 | $4,015+30.5% | $3,754+39.6% | $4,299+21.9% |
| Participant deferral / active EE | $9,261 | $5,564+66.4% | $5,116+81.0% | $6,507+42.3% |
| Admin fee / account holder | $1,956 | $9,860-80.2% | $8,919-78.1% | $12,624-84.5% |