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 | $175,995 | $165,912+6.1% | $122,332+43.9% | $147,584+19.3% |
| Participation rate | 81.8% | 79.6%+2.2pp | 71.6%+10.2pp | 82.8%-1.0pp |
| Annual return | 11.37% | 34.55%-23.2pp | 30.27%-18.9pp | 578.55%-567.2pp |
| Employer contribution / active EE | $4,116 | $5,754-28.5% | $4,050+1.6% | $4,876-15.6% |
| Participant deferral / active EE | $7,729 | $4,005+93.0% | $3,287+135.2% | $5,439+42.1% |
| Admin fee / account holder | $738 | $7,424-90.1% | $5,478-86.5% | $10,885-93.2% |