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 | $156,283 | $111,724+39.9% | $93,606+67.0% | $145,922+7.1% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 11.34% | 202.98%-191.6pp | 133.20%-121.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,575 | $3,090-16.7% | $2,420+6.4% | $4,660-44.7% |
| Participant deferral / active EE | $3,836 | $4,912-21.9% | $4,411-13.1% | $6,688-42.6% |
| Admin fee / account holder | $15,969 | $10,250+55.8% | $8,285+92.7% | $13,397+19.2% |