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 | $140,542 | $104,974+33.9% | $95,585+47.0% | $142,382-1.3% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 21.75% | 210.33%-188.6pp | 38.56%-16.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,805 | $2,779+1.0% | $2,527+11.0% | $4,299-34.7% |
| Participant deferral / active EE | $6,648 | $4,352+52.8% | $4,023+65.3% | $6,507+2.2% |
| Admin fee / account holder | $933 | $6,386-85.4% | $6,127-84.8% | $12,624-92.6% |