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 7-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 | $186,144 | $91,538+103.4% | $129,995+43.2% | $75,163+147.7% |
| Participation rate | 86.7% | 71.4%+15.2pp | 78.5%+8.2pp | 67.2%+19.5pp |
| Annual return | 16.61% | -631.11%+647.7pp | -137.18%+153.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,213 | $2,845-22.2% | $4,320-48.8% | $2,670-17.1% |
| Participant deferral / active EE | $4,538 | $4,341+4.5% | $5,820-22.0% | $4,125+10.0% |
| Admin fee / account holder | $3,785 | $6,790-44.3% | $10,614-64.3% | $5,651-33.0% |