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 | $186,473 | $99,877+86.7% | $84,966+119.5% | $145,922+27.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 11.00% | 83.76%-72.8pp | 66.38%-55.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,382 | $3,231-57.2% | $2,727-49.3% | $4,660-70.3% |
| Participant deferral / active EE | $5,871 | $5,291+11.0% | $4,519+29.9% | $6,688-12.2% |
| Admin fee / account holder | $879 | $7,248-87.9% | $6,149-85.7% | $13,397-93.4% |