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 | $216,555 | $176,812+22.5% | $146,665+47.7% | $167,490+29.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.67% | 24.03%-6.4pp | 22.74%-5.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $7,657 | $5,160+48.4% | $4,136+85.1% | $4,837+58.3% |
| Participant deferral / active EE | $5,941 | $6,440-7.7% | $5,506+7.9% | $6,341-6.3% |
| Admin fee / account holder | $1,578 | $13,259-88.1% | $10,280-84.7% | $12,309-87.2% |