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 | $112,549 | $77,899+44.5% | $149,673-24.8% | $75,163+49.7% |
| Participation rate | 73.5% | 65.6%+8.0pp | 78.8%-5.2pp | 67.2%+6.3pp |
| Annual return | 19.49% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,702 | $3,137-45.7% | $4,818-64.7% | $2,670-36.2% |
| Participant deferral / active EE | $5,381 | $3,411+57.8% | $5,680-5.3% | $4,125+30.5% |
| Admin fee / account holder | $451 | $5,956-92.4% | $13,210-96.6% | $5,651-92.0% |