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 | $157,372 | $93,346+68.6% | $71,796+119.2% | $273,961-42.6% |
| Participation rate | 73.9% | 76.5%-2.6pp | 69.1%+4.8pp | 83.0%-9.1pp |
| Annual return | 8.28% | 130.39%-122.1pp | 78.04%-69.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,170 | $2,733-57.2% | $1,924-39.2% | $4,869-76.0% |
| Participant deferral / active EE | $4,021 | $3,475+15.7% | $2,794+43.9% | $5,287-23.9% |
| Admin fee / account holder | $10,472 | $6,571+59.4% | $4,815+117.5% | $10,132+3.4% |