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 | $154,421 | $117,381+31.6% | $99,443+55.3% | $152,861+1.0% |
| Participation rate | 92.3% | 77.5%+14.8pp | 73.8%+18.5pp | 82.4%+9.9pp |
| Annual return | 22.55% | 31.87%-9.3pp | 30.72%-8.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $6,013 | $3,013+99.6% | $2,540+136.7% | $4,762+26.3% |
| Participant deferral / active EE | $4,590 | $4,086+12.3% | $3,619+26.8% | $5,850-21.5% |
| Admin fee / account holder | $2,581 | $7,631-66.2% | $6,250-58.7% | $11,596-77.7% |