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 | $182,580 | $111,814+63.3% | $103,374+76.6% | $145,959+25.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 18.31% | 24.77%-6.5pp | 24.89%-6.6pp | 561.95%-543.6pp |
| Employer contribution / active EE | $3,467 | $4,214-17.7% | $3,869-10.4% | $4,661-25.6% |
| Participant deferral / active EE | $6,848 | $5,618+21.9% | $5,058+35.4% | $6,689+2.4% |
| Admin fee / account holder | $1,000 | $9,754-89.7% | $8,394-88.1% | $13,398-92.5% |