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 | $180,010 | $112,729+59.7% | $98,716+82.4% | $137,256+31.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.07% | 38.48%-25.4pp | 31.81%-18.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,711 | $2,725-0.5% | $2,279+19.0% | $4,156-34.8% |
| Participant deferral / active EE | $7,919 | $4,640+70.7% | $4,048+95.6% | $6,407+23.6% |
| Admin fee / account holder | $3,212 | $10,129-68.3% | $8,703-63.1% | $12,270-73.8% |