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 | $184,886 | $94,529+95.6% | $140,016+32.0% | $64,186+188.0% |
| Participation rate | 96.7% | 84.1%+12.6pp | 87.5%+9.2pp | 69.6%+27.1pp |
| Annual return | 8.13% | 7.77%+0.4pp | 651.12%-643.0pp | 7.63%+0.5pp |
| Employer contribution / active EE | $5,574 | $3,812+46.2% | $5,606-0.6% | $2,381+134.1% |
| Participant deferral / active EE | $7,313 | $5,250+39.3% | $6,927+5.6% | $3,470+110.8% |
| Admin fee / account holder | $2,593 | $6,741-61.5% | $10,705-75.8% | $4,888-47.0% |