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 | $180,894 | $124,319+45.5% | $111,297+62.5% | $167,490+8.0% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 14.64% | 37.44%-22.8pp | 54.65%-40.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,730 | $3,435-49.7% | $2,731-36.7% | $4,837-64.2% |
| Participant deferral / active EE | $6,992 | $5,180+35.0% | $4,487+55.8% | $6,341+10.3% |
| Admin fee / account holder | $6,442 | $10,618-39.3% | $7,964-19.1% | $12,309-47.7% |