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 | $157,789 | $50,958+209.6% | $74,550+111.7% | $64,186+145.8% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -2.12% | -1.86%-0.3pp | 32.53%-34.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,216 | $1,115+98.7% | $1,961+13.0% | $2,381-6.9% |
| Participant deferral / active EE | $4,829 | $2,301+109.8% | $3,108+55.4% | $3,470+39.2% |
| Admin fee / account holder | $856 | $4,223-79.7% | $5,060-83.1% | $4,888-82.5% |