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 | $142,104 | $85,202+66.8% | $172,739-17.7% | $72,985+94.7% |
| Participation rate | 76.5% | 70.1%+6.4pp | 82.6%-6.2pp | 69.5%+7.0pp |
| Annual return | 25.53% | 27.32%-1.8pp | 802.84%-777.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $4,580 | $3,324+37.8% | $5,143-10.9% | $2,440+87.7% |
| Participant deferral / active EE | $4,904 | $3,260+50.4% | $5,198-5.6% | $3,607+36.0% |
| Admin fee / account holder | $627 | $5,884-89.3% | $13,954-95.5% | $5,124-87.8% |