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 | $155,047 | $74,888+107.0% | $71,209+117.7% | $142,382+8.9% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.1%+2.2pp |
| Annual return | 14.47% | 345.14%-330.7pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,469 | $2,854+21.5% | $2,721+27.5% | $4,299-19.3% |
| Participant deferral / active EE | $14,082 | $4,454+216.1% | $4,175+237.3% | $6,507+116.4% |
| Admin fee / account holder | $1,997 | $5,568-64.1% | $5,349-62.7% | $12,624-84.2% |