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 | $150,302 | $80,717+86.2% | $154,803-2.9% | $84,808+77.2% |
| Participation rate | 96.6% | 66.8%+29.7pp | 78.1%+18.5pp | 68.3%+28.2pp |
| Annual return | 17.82% | 37.96%-20.1pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,737 | $2,761+35.3% | $4,305-13.2% | $2,631+42.0% |
| Participant deferral / active EE | $8,791 | $3,303+166.1% | $5,540+58.7% | $4,212+108.7% |
| Admin fee / account holder | $4,487 | $6,746-33.5% | $14,329-68.7% | $7,344-38.9% |