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 | $144,921 | $85,766+69.0% | $136,294+6.3% | $70,131+106.6% |
| Participation rate | 87.9% | 74.2%+13.7pp | 81.9%+6.0pp | 69.5%+18.3pp |
| Annual return | 20.38% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $5,984 | $2,966+101.8% | $4,695+27.4% | $2,342+155.5% |
| Participant deferral / active EE | $12,650 | $5,051+150.4% | $6,247+102.5% | $3,332+279.7% |
| Admin fee / account holder | $17,455 | $5,420+222.0% | $9,243+88.8% | $4,645+275.7% |