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 | $150,122 | $66,402+126.1% | $109,895+36.6% | $85,850+74.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 22.73% | 19.59%+3.1pp | 29.45%-6.7pp | 318.53%-295.8pp |
| Employer contribution / active EE | $3,929 | $1,687+132.9% | $2,842+38.2% | $2,565+53.2% |
| Participant deferral / active EE | $3,217 | $2,842+13.2% | $4,048-20.5% | $3,952-18.6% |
| Admin fee / account holder | $7,956 | $4,557+74.6% | $6,066+31.2% | $6,260+27.1% |