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 | $134,468 | $51,638+160.4% | $68,368+96.7% | $82,448+63.1% |
| Participation rate | 92.6% | 63.6%+29.0pp | 73.8%+18.8pp | 68.1%+24.5pp |
| Annual return | 19.07% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $7,532 | $2,047+268.0% | $2,649+184.3% | $2,551+195.3% |
| Participant deferral / active EE | $14,098 | $2,914+383.9% | $4,123+242.0% | $4,139+240.6% |
| Admin fee / account holder | $2,171 | $4,643-53.2% | $5,150-57.8% | $7,234-70.0% |