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 | $152,115 | $105,181+44.6% | $159,436-4.6% | $85,850+77.2% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.8%-2.2pp | 69.3%+11.3pp |
| Annual return | 15.22% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,574 | $3,318-22.4% | $4,829-46.7% | $2,565+0.3% |
| Participant deferral / active EE | $7,270 | $5,945+22.3% | $7,352-1.1% | $3,952+84.0% |
| Admin fee / account holder | $2,554 | $6,933-63.2% | $10,799-76.4% | $6,260-59.2% |