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 | $165,549 | $58,208+184.4% | $81,812+102.4% | $80,856+104.7% |
| Participation rate | 93.4% | 63.4%+30.0pp | 72.3%+21.1pp | 67.6%+25.8pp |
| Annual return | 14.24% | 41.66%-27.4pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $7,669 | $2,340+227.7% | $2,912+163.3% | $2,755+178.4% |
| Participant deferral / active EE | $6,003 | $3,281+83.0% | $4,319+39.0% | $4,296+39.8% |
| Admin fee / account holder | $5,709 | $4,981+14.6% | $7,386-22.7% | $6,918-17.5% |