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 | $161,101 | $106,890+50.7% | $84,015+91.8% | $152,861+5.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 24.37% | 104.99%-80.6pp | 71.31%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,512 | $2,734-44.7% | $1,983-23.8% | $4,762-68.3% |
| Participant deferral / active EE | $4,008 | $4,011-0.1% | $3,239+23.8% | $5,850-31.5% |
| Admin fee / account holder | $10,545 | $8,285+27.3% | $6,101+72.8% | $11,596-9.1% |