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 | $165,313 | $117,983+40.1% | $101,794+62.4% | $142,382+16.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.74% | 36.92%-22.2pp | 30.53%-15.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $10,491 | $2,773+278.4% | $2,289+358.3% | $4,299+144.0% |
| Participant deferral / active EE | $2,229 | $4,714-52.7% | $4,084-45.4% | $6,507-65.7% |
| Admin fee / account holder | $1,344 | $10,433-87.1% | $8,777-84.7% | $12,624-89.4% |