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 | $154,037 | $102,317+50.5% | $146,958+4.8% | $80,856+90.5% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.2%-8.3pp | 67.6%+6.2pp |
| Annual return | 27.64% | 134.76%-107.1pp | 418.34%-390.7pp | 35.59%-8.0pp |
| Employer contribution / active EE | $1,985 | $3,713-46.5% | $4,933-59.8% | $2,755-27.9% |
| Participant deferral / active EE | $8,164 | $6,644+22.9% | $8,070+1.2% | $4,296+90.0% |
| Admin fee / account holder | $7,158 | $7,941-9.9% | $12,998-44.9% | $6,918+3.5% |