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 | $151,460 | $83,477+81.4% | $125,175+21.0% | $72,985+107.5% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | 24.83% | 25.78%-0.9pp | 43.79%-19.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $3,405 | $2,345+45.2% | $3,865-11.9% | $2,440+39.5% |
| Participant deferral / active EE | $8,549 | $3,585+138.4% | $4,937+73.2% | $3,607+137.0% |
| Admin fee / account holder | $964 | $5,517-82.5% | $9,702-90.1% | $5,124-81.2% |