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 | $143,763 | $63,346+126.9% | $92,233+55.9% | $70,131+105.0% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 18.97% | 530.12%-511.2pp | 176.28%-157.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,886 | $2,471-23.7% | $3,679-48.8% | $2,342-19.5% |
| Participant deferral / active EE | $3,991 | $2,854+39.9% | $3,897+2.4% | $3,332+19.8% |
| Admin fee / account holder | $1,416 | $3,840-63.1% | $5,194-72.7% | $4,645-69.5% |