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 4-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 | $124,066 | $109,881+12.9% | $150,045-17.3% | $84,808+46.3% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 39.90% | 28.25%+11.6pp | 62.55%-22.7pp | 40.90%-1.0pp |
| Employer contribution / active EE | $7,225 | $3,561+102.9% | $4,693+54.0% | $2,631+174.6% |
| Participant deferral / active EE | $18,222 | $6,636+174.6% | $7,997+127.9% | $4,212+332.7% |
| Admin fee / account holder | $4,556 | $8,568-46.8% | $13,435-66.1% | $7,344-38.0% |