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 | $142,147 | $112,096+26.8% | $95,952+48.1% | $158,922-10.6% |
| Participation rate | 82.6% | 79.0%+3.6pp | 77.1%+5.5pp | 82.0%+0.7pp |
| Annual return | 7.89% | 171.09%-163.2pp | 91.61%-83.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $966 | $3,198-69.8% | $2,541-62.0% | $4,761-79.7% |
| Participant deferral / active EE | $3,663 | $4,784-23.4% | $4,167-12.1% | $5,982-38.8% |
| Admin fee / account holder | $9,652 | $10,130-4.7% | $6,795+42.0% | $11,246-14.2% |