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 3-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 | $148,541 | $107,452+38.2% | $91,541+62.3% | $142,382+4.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 27.38% | 22.06%+5.3pp | 20.50%+6.9pp | 217.08%-189.7pp |
| Employer contribution / active EE | $11,968 | $2,994+299.7% | $2,505+377.8% | $4,299+178.4% |
| Participant deferral / active EE | $12,729 | $4,754+167.7% | $4,008+217.6% | $6,507+95.6% |
| Admin fee / account holder | $586 | $8,834-93.4% | $6,956-91.6% | $12,624-95.4% |