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 | $156,320 | $115,882+34.9% | $100,516+55.5% | $158,922-1.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 14.03% | 34.79%-20.8pp | 30.89%-16.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $5,968 | $4,103+45.5% | $3,418+74.6% | $4,761+25.3% |
| Participant deferral / active EE | $8,557 | $6,674+28.2% | $6,270+36.5% | $5,982+43.0% |
| Admin fee / account holder | $623 | $10,995-94.3% | $8,081-92.3% | $11,246-94.5% |