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 | $168,187 | $53,516+214.3% | $126,539+32.9% | $84,808+98.3% |
| Participation rate | 92.9% | 58.2%+34.6pp | 69.8%+23.0pp | 68.3%+24.5pp |
| Annual return | 13.85% | 58.34%-44.5pp | 425.95%-412.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,537 | $1,535+130.5% | $3,674-3.7% | $2,631+34.4% |
| Participant deferral / active EE | $11,516 | $2,671+331.2% | $4,083+182.1% | $4,212+173.4% |
| Admin fee / account holder | $12,354 | $4,497+174.7% | $6,065+103.7% | $7,344+68.2% |