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 | $133,082 | $70,428+89.0% | $96,562+37.8% | $85,850+55.0% |
| Participation rate | 70.0% | 61.8%+8.2pp | 69.8%+0.2pp | 69.3%+0.7pp |
| Annual return | 14.62% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,171 | $1,413-17.2% | $2,356-50.3% | $2,565-54.4% |
| Participant deferral / active EE | $4,230 | $2,894+46.2% | $3,849+9.9% | $3,952+7.0% |
| Admin fee / account holder | $68,381 | $4,997+1268.5% | $6,181+1006.3% | $6,260+992.4% |