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 6-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 | $160,088 | $93,571+71.1% | $135,903+17.8% | $75,163+113.0% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 18.21% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $926 | $3,537-73.8% | $4,856-80.9% | $2,670-65.3% |
| Participant deferral / active EE | $9,962 | $6,404+55.6% | $7,758+28.4% | $4,125+141.5% |
| Admin fee / account holder | $8,253 | $6,975+18.3% | $10,762-23.3% | $5,651+46.0% |