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 | $149,793 | $98,750+51.7% | $149,696+0.1% | $79,858+87.6% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.5%-4.5pp | 69.6%+8.4pp |
| Annual return | 22.65% | 27.43%-4.8pp | 276.60%-253.9pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,023 | $3,216-68.2% | $4,644-78.0% | $2,471-58.6% |
| Participant deferral / active EE | $6,785 | $5,680+19.4% | $6,842-0.8% | $3,740+81.4% |
| Admin fee / account holder | $1,701 | $6,053-71.9% | $9,309-81.7% | $5,306-67.9% |