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 | $170,997 | $124,319+37.5% | $111,297+53.6% | $167,490+2.1% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 16.81% | 37.44%-20.6pp | 54.65%-37.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,547 | $3,435-25.9% | $2,731-6.7% | $4,837-47.4% |
| Participant deferral / active EE | $8,389 | $5,180+61.9% | $4,487+87.0% | $6,341+32.3% |
| Admin fee / account holder | $4,853 | $10,618-54.3% | $7,964-39.1% | $12,309-60.6% |