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 | $235,739 | $106,890+120.5% | $84,015+180.6% | $152,861+54.2% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 18.22% | 104.99%-86.8pp | 71.31%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,974 | $2,734-27.8% | $1,983-0.5% | $4,762-58.5% |
| Participant deferral / active EE | $5,165 | $4,011+28.8% | $3,239+59.5% | $5,850-11.7% |
| Admin fee / account holder | $4,524 | $8,285-45.4% | $6,101-25.8% | $11,596-61.0% |