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 6-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 | $164,784 | $148,978+10.6% | $200,582-17.8% | $84,808+94.3% |
| Participation rate | 85.7% | 84.2%+1.5pp | 86.9%-1.2pp | 68.3%+17.4pp |
| Annual return | 85.07% | 28.16%+56.9pp | 42.33%+42.7pp | 40.90%+44.2pp |
| Employer contribution / active EE | $2,558 | $4,815-46.9% | $6,419-60.2% | $2,631-2.8% |
| Participant deferral / active EE | $5,961 | $7,142-16.5% | $9,331-36.1% | $4,212+41.5% |
| Admin fee / account holder | $1,537 | $13,977-89.0% | $16,305-90.6% | $7,344-79.1% |