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 | $153,132 | $89,753+70.6% | $107,525+42.4% | $84,808+80.6% |
| Participation rate | 90.9% | 68.1%+22.8pp | 75.1%+15.8pp | 68.3%+22.6pp |
| Annual return | 15.24% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,890 | $3,113-7.2% | $3,754-23.0% | $2,631+9.8% |
| Participant deferral / active EE | $5,720 | $4,056+41.0% | $5,116+11.8% | $4,212+35.8% |
| Admin fee / account holder | $9,184 | $7,222+27.2% | $8,919+3.0% | $7,344+25.1% |