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 | $172,712 | $92,222+87.3% | $76,768+125.0% | $135,375+27.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -2.03% | 5.46%-7.5pp | 2.43%-4.5pp | 519.73%-521.8pp |
| Employer contribution / active EE | $2,971 | $3,216-7.6% | $2,485+19.6% | $4,779-37.8% |
| Participant deferral / active EE | $5,507 | $4,509+22.1% | $3,852+43.0% | $5,609-1.8% |
| Admin fee / account holder | $442 | $10,748-95.9% | $6,675-93.4% | $10,827-95.9% |