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 | $178,132 | $157,256+13.3% | $141,162+26.2% | $152,861+16.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 41.52% | 64.32%-22.8pp | 71.39%-29.9pp | 345.32%-303.8pp |
| Employer contribution / active EE | $1,025 | $5,261-80.5% | $4,735-78.3% | $4,762-78.5% |
| Participant deferral / active EE | $10,252 | $7,109+44.2% | $6,709+52.8% | $5,850+75.2% |
| Admin fee / account holder | $2,122 | $12,120-82.5% | $10,261-79.3% | $11,596-81.7% |