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 | $161,371 | $95,266+69.4% | $82,389+95.9% | $142,382+13.3% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 14.90% | 25.74%-10.8pp | 28.67%-13.8pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,274 | $2,991-57.4% | $2,517-49.4% | $4,299-70.4% |
| Participant deferral / active EE | $1,549 | $4,809-67.8% | $4,155-62.7% | $6,507-76.2% |
| Admin fee / account holder | $557 | $8,563-93.5% | $7,231-92.3% | $12,624-95.6% |