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 | $181,682 | $148,534+22.3% | $135,903+33.7% | $139,434+30.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 14.36% | 79.19%-64.8pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,224 | $5,243-38.5% | $4,856-33.6% | $4,751-32.1% |
| Participant deferral / active EE | $10,332 | $8,100+27.6% | $7,758+33.2% | $6,710+54.0% |
| Admin fee / account holder | $22,362 | $12,400+80.3% | $10,762+107.8% | $11,403+96.1% |