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 | $180,501 | $102,616+75.9% | $81,983+120.2% | $158,922+13.6% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.2%+8.5pp | 82.0%-4.2pp |
| Annual return | 12.39% | 61.04%-48.6pp | 41.31%-28.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,515 | $3,240-22.4% | $2,498+0.7% | $4,761-47.2% |
| Participant deferral / active EE | $6,766 | $4,648+45.6% | $3,722+81.8% | $5,982+13.1% |
| Admin fee / account holder | $1,327 | $8,235-83.9% | $5,664-76.6% | $11,246-88.2% |