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 | $176,262 | $110,257+59.9% | $96,544+82.6% | $139,434+26.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 17.48% | 26.32%-8.8pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,438 | $3,620-60.3% | $2,965-51.5% | $4,751-69.7% |
| Participant deferral / active EE | $2,810 | $5,548-49.3% | $4,851-42.1% | $6,710-58.1% |
| Admin fee / account holder | $7,128 | $11,591-38.5% | $8,252-13.6% | $11,403-37.5% |