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 | $168,307 | $106,749+57.7% | $145,433+15.7% | $82,448+104.1% |
| Participation rate | 97.3% | 75.6%+21.6pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 17.58% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $6,202 | $3,444+80.1% | $4,554+36.2% | $2,551+143.1% |
| Participant deferral / active EE | $14,455 | $6,519+121.7% | $7,897+83.0% | $4,139+249.2% |
| Admin fee / account holder | $17,036 | $8,390+103.1% | $13,129+29.8% | $7,234+135.5% |