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 | $171,153 | $97,125+76.2% | $86,233+98.5% | $137,256+24.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 16.42% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,869 | $2,841+1.0% | $2,504+14.5% | $4,156-31.0% |
| Participant deferral / active EE | $8,549 | $5,180+65.0% | $4,559+87.5% | $6,407+33.4% |
| Admin fee / account holder | $7,055 | $9,725-27.5% | $8,342-15.4% | $12,270-42.5% |