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 | $159,741 | $96,484+65.6% | $75,886+110.5% | $152,861+4.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | 29.74% | 33.98%-4.2pp | 30.76%-1.0pp | 345.32%-315.6pp |
| Employer contribution / active EE | $766 | $3,309-76.8% | $2,500-69.4% | $4,762-83.9% |
| Participant deferral / active EE | $4,316 | $4,553-5.2% | $3,603+19.8% | $5,850-26.2% |
| Admin fee / account holder | $1,947 | $8,078-75.9% | $5,418-64.1% | $11,596-83.2% |