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 | $148,799 | $71,050+109.4% | $93,606+59.0% | $80,856+84.0% |
| Participation rate | 88.5% | 60.4%+28.1pp | 68.7%+19.7pp | 67.6%+20.8pp |
| Annual return | 14.81% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,251 | $1,564-20.0% | $2,420-48.3% | $2,755-54.6% |
| Participant deferral / active EE | $4,451 | $4,034+10.3% | $4,411+0.9% | $4,296+3.6% |
| Admin fee / account holder | $27,073 | $6,945+289.8% | $8,285+226.8% | $6,918+291.3% |