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 | $214,661 | $124,281+72.7% | $109,143+96.7% | $167,490+28.2% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 19.38% | 26.04%-6.7pp | 25.75%-6.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,916 | $4,207-54.5% | $3,722-48.5% | $4,837-60.4% |
| Participant deferral / active EE | $5,952 | $5,255+13.3% | $4,653+27.9% | $6,341-6.1% |
| Admin fee / account holder | $2,019 | $7,970-74.7% | $6,752-70.1% | $12,309-83.6% |