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 | $150,189 | $72,404+107.4% | $110,238+36.2% | $64,186+134.0% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.8pp |
| Annual return | -4.82% | -6.29%+1.5pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,790 | $2,282-21.5% | $3,826-53.2% | $2,381-24.8% |
| Participant deferral / active EE | $6,957 | $3,469+100.5% | $4,672+48.9% | $3,470+100.5% |
| Admin fee / account holder | $5,682 | $5,664+0.3% | $8,547-33.5% | $4,888+16.2% |