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 | $153,343 | $53,127+188.6% | $86,590+77.1% | $70,131+118.7% |
| Participation rate | 94.6% | 65.3%+29.3pp | 73.5%+21.0pp | 69.5%+25.1pp |
| Annual return | 20.72% | 27.66%-6.9pp | 964.84%-944.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $3,398 | $2,068+64.3% | $2,839+19.7% | $2,342+45.1% |
| Participant deferral / active EE | $8,907 | $2,696+230.4% | $3,609+146.8% | $3,332+167.3% |
| Admin fee / account holder | $14,260 | $3,585+297.7% | $4,906+190.7% | $4,645+207.0% |