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 | $190,910 | $165,335+15.5% | $149,696+27.5% | $158,922+20.1% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 12.78% | 348.15%-335.4pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,026 | $5,103-60.3% | $4,644-56.4% | $4,761-57.4% |
| Participant deferral / active EE | $6,340 | $7,181-11.7% | $6,842-7.3% | $5,982+6.0% |
| Admin fee / account holder | $1,062 | $10,807-90.2% | $9,309-88.6% | $11,246-90.6% |