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 | $182,531 | $99,921+82.7% | $85,009+114.7% | $145,959+25.1% |
| Participation rate | 73.7% | 74.1%-0.4pp | 67.5%+6.2pp | 80.3%-6.6pp |
| Annual return | 12.89% | 83.89%-71.0pp | 66.47%-53.6pp | 561.95%-549.1pp |
| Employer contribution / active EE | $2,322 | $3,233-28.2% | $2,728-14.9% | $4,661-50.2% |
| Participant deferral / active EE | $6,128 | $5,293+15.8% | $4,522+35.5% | $6,689-8.4% |
| Admin fee / account holder | $2,208 | $7,252-69.5% | $6,153-64.1% | $13,398-83.5% |