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 | $190,159 | $99,652+90.8% | $78,778+141.4% | $147,584+28.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 16.98% | 47.28%-30.3pp | 35.62%-18.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,121 | $2,796-59.9% | $1,986-43.6% | $4,876-77.0% |
| Participant deferral / active EE | $1,181 | $3,664-67.8% | $2,958-60.1% | $5,439-78.3% |
| Admin fee / account holder | $9,541 | $7,155+33.3% | $5,134+85.9% | $10,885-12.3% |