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 7-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 | $184,619 | $99,985+84.6% | $146,665+25.9% | $85,850+115.0% |
| Participation rate | 96.0% | 73.1%+22.9pp | 80.1%+15.9pp | 69.3%+26.7pp |
| Annual return | 13.90% | 18.93%-5.0pp | 22.74%-8.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $3,403 | $2,559+33.0% | $4,136-17.7% | $2,565+32.6% |
| Participant deferral / active EE | $4,992 | $4,006+24.6% | $5,506-9.3% | $3,952+26.3% |
| Admin fee / account holder | $11,497 | $7,702+49.3% | $10,280+11.8% | $6,260+83.7% |