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 | $153,548 | $78,672+95.2% | $109,143+40.7% | $85,850+78.9% |
| Participation rate | 88.5% | 68.3%+20.2pp | 75.9%+12.6pp | 69.3%+19.1pp |
| Annual return | 11.62% | 25.09%-13.5pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $4,229 | $2,735+54.6% | $3,722+13.6% | $2,565+64.9% |
| Participant deferral / active EE | $8,874 | $3,467+155.9% | $4,653+90.7% | $3,952+124.6% |
| Admin fee / account holder | $14,429 | $5,469+163.8% | $6,752+113.7% | $6,260+130.5% |