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 | $161,302 | $78,422+105.7% | $95,952+68.1% | $79,858+102.0% |
| Participation rate | 70.6% | 73.5%-2.9pp | 77.1%-6.5pp | 69.6%+1.0pp |
| Annual return | 19.29% | 19.37%-0.1pp | 91.61%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $975 | $1,945-49.9% | $2,541-61.6% | $2,471-60.5% |
| Participant deferral / active EE | $4,913 | $3,440+42.8% | $4,167+17.9% | $3,740+31.4% |
| Admin fee / account holder | $12,400 | $5,622+120.6% | $6,795+82.5% | $5,306+133.7% |