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 | $239,266 | $88,672+169.8% | $105,223+127.4% | $82,448+190.2% |
| Participation rate | 81.8% | 67.9%+13.9pp | 75.0%+6.8pp | 68.1%+13.8pp |
| Annual return | 13.19% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,750 | $3,048-42.6% | $3,689-52.5% | $2,551-31.4% |
| Participant deferral / active EE | $3,948 | $4,036-2.2% | $5,072-22.2% | $4,139-4.6% |
| Admin fee / account holder | $1,933 | $7,146-72.9% | $8,859-78.2% | $7,234-73.3% |