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 | $152,396 | $98,750+54.3% | $149,696+1.8% | $79,858+90.8% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 18.45% | 27.43%-9.0pp | 276.60%-258.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $663 | $3,216-79.4% | $4,644-85.7% | $2,471-73.2% |
| Participant deferral / active EE | $5,862 | $5,680+3.2% | $6,842-14.3% | $3,740+56.7% |
| Admin fee / account holder | $1,341 | $6,053-77.9% | $9,309-85.6% | $5,306-74.7% |