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 | $167,720 | $93,571+79.2% | $135,903+23.4% | $75,163+123.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 15.67% | 30.90%-15.2pp | 68.23%-52.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $928 | $3,537-73.8% | $4,856-80.9% | $2,670-65.2% |
| Participant deferral / active EE | $9,278 | $6,404+44.9% | $7,758+19.6% | $4,125+124.9% |
| Admin fee / account holder | $57,001 | $6,975+717.2% | $10,762+429.6% | $5,651+908.7% |