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 | $157,776 | $93,024+69.6% | $77,024+104.8% | $134,475+17.3% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -13.22% | 62.60%-75.8pp | 42.32%-55.5pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,965 | $3,418+16.0% | $2,812+41.0% | $4,740-16.3% |
| Participant deferral / active EE | $14,058 | $5,238+168.4% | $4,426+217.6% | $6,400+119.7% |
| Admin fee / account holder | $12,769 | $6,944+83.9% | $5,425+135.4% | $11,426+11.8% |