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 | $187,775 | $99,985+87.8% | $146,665+28.0% | $85,850+118.7% |
| Participation rate | 76.2% | 73.1%+3.1pp | 80.1%-3.9pp | 69.3%+6.9pp |
| Annual return | 15.97% | 18.93%-3.0pp | 22.74%-6.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,294 | $2,559+28.7% | $4,136-20.4% | $2,565+28.4% |
| Participant deferral / active EE | $4,317 | $4,006+7.8% | $5,506-21.6% | $3,952+9.3% |
| Admin fee / account holder | $35,663 | $7,702+363.0% | $10,280+246.9% | $6,260+469.7% |