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 8-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 | $164,065 | $85,004+93.0% | $76,284+115.1% | $145,959+12.4% |
| Participation rate | 90.9% | 82.9%+8.0pp | 79.2%+11.7pp | 80.3%+10.6pp |
| Annual return | 19.39% | 13.11%+6.3pp | 13.77%+5.6pp | 561.95%-542.6pp |
| Employer contribution / active EE | $4,178 | $5,265-20.6% | $4,585-8.9% | $4,661-10.4% |
| Participant deferral / active EE | $11,580 | $6,390+81.2% | $5,478+111.4% | $6,689+73.1% |
| Admin fee / account holder | $13,564 | $5,760+135.5% | $5,131+164.4% | $13,398+1.2% |