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 | $222,778 | $165,335+34.7% | $149,696+48.8% | $158,922+40.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.35% | 348.15%-333.8pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,998 | $5,103-41.3% | $4,644-35.5% | $4,761-37.0% |
| Participant deferral / active EE | $5,228 | $7,181-27.2% | $6,842-23.6% | $5,982-12.6% |
| Admin fee / account holder | $1,308 | $10,807-87.9% | $9,309-86.0% | $11,246-88.4% |