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 5-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 | $168,712 | $80,717+109.0% | $154,803+9.0% | $84,808+98.9% |
| Participation rate | 94.3% | 66.8%+27.5pp | 78.1%+16.2pp | 68.3%+26.0pp |
| Annual return | 94.29% | 37.96%+56.3pp | 58.88%+35.4pp | 40.90%+53.4pp |
| Employer contribution / active EE | $1,935 | $2,761-29.9% | $4,305-55.1% | $2,631-26.5% |
| Participant deferral / active EE | $2,758 | $3,303-16.5% | $5,540-50.2% | $4,212-34.5% |
| Admin fee / account holder | $1,212 | $6,746-82.0% | $14,329-91.5% | $7,344-83.5% |