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 | $169,634 | $209,336-19.0% | $197,124-13.9% | $137,256+23.6% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 19.92% | 48.09%-28.2pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,775 | $6,591-57.9% | $6,227-55.4% | $4,156-33.2% |
| Participant deferral / active EE | $8,242 | $9,614-14.3% | $9,135-9.8% | $6,407+28.6% |
| Admin fee / account holder | $1,272 | $17,308-92.7% | $16,298-92.2% | $12,270-89.6% |