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 | $160,308 | $98,750+62.3% | $149,696+7.1% | $79,858+100.7% |
| Participation rate | 76.9% | 75.8%+1.2pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 12.54% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $4,485 | $3,216+39.4% | $4,644-3.4% | $2,471+81.5% |
| Participant deferral / active EE | $9,747 | $5,680+71.6% | $6,842+42.5% | $3,740+160.6% |
| Admin fee / account holder | $18,858 | $6,053+211.6% | $9,309+102.6% | $5,306+255.4% |