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 | $170,795 | $94,625+80.5% | $116,228+46.9% | $84,808+101.4% |
| Participation rate | 72.0% | 70.4%+1.6pp | 74.6%-2.6pp | 68.3%+3.7pp |
| Annual return | 18.26% | 20.40%-2.1pp | 90.06%-71.8pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,708 | $2,347-27.2% | $2,994-43.0% | $2,631-35.1% |
| Participant deferral / active EE | $4,806 | $3,972+21.0% | $4,953-3.0% | $4,212+14.1% |
| Admin fee / account holder | $19,694 | $10,091+95.2% | $11,989+64.3% | $7,344+168.2% |