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 | $158,193 | $111,724+41.6% | $93,606+69.0% | $145,922+8.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 9.55% | 202.98%-193.4pp | 133.20%-123.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $623 | $3,090-79.8% | $2,420-74.3% | $4,660-86.6% |
| Participant deferral / active EE | $2,077 | $4,912-57.7% | $4,411-52.9% | $6,688-68.9% |
| Admin fee / account holder | $109,876 | $10,250+972.0% | $8,285+1226.2% | $13,397+720.2% |