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 | $144,599 | $100,773+43.5% | $88,946+62.6% | $142,382+1.6% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 16.43% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,325 | $2,918-20.3% | $2,555-9.0% | $4,299-45.9% |
| Participant deferral / active EE | $4,919 | $5,230-5.9% | $4,581+7.4% | $6,507-24.4% |
| Admin fee / account holder | $6,742 | $9,693-30.4% | $8,261-18.4% | $12,624-46.6% |