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 | $149,785 | $105,859+41.5% | $90,160+66.1% | $147,584+1.5% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 15.49% | 37.63%-22.1pp | 34.88%-19.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,792 | $4,126-32.3% | $3,318-15.9% | $4,876-42.7% |
| Participant deferral / active EE | $9,887 | $5,733+72.4% | $5,288+87.0% | $5,439+81.8% |
| Admin fee / account holder | $864 | $8,046-89.3% | $5,943-85.5% | $10,885-92.1% |