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 | $198,634 | $112,881+76.0% | $90,951+118.4% | $158,922+25.0% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 13.86% | 215.79%-201.9pp | 134.60%-120.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,704 | $2,893-41.1% | $2,122-19.7% | $4,761-64.2% |
| Participant deferral / active EE | $4,912 | $4,128+19.0% | $3,373+45.6% | $5,982-17.9% |
| Admin fee / account holder | $13,303 | $8,041+65.4% | $5,959+123.3% | $11,246+18.3% |