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 | $247,000 | $157,256+57.1% | $141,162+75.0% | $152,861+61.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 25.97% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,367 | $5,261-36.0% | $4,735-28.9% | $4,762-29.3% |
| Participant deferral / active EE | $9,616 | $7,109+35.3% | $6,709+43.3% | $5,850+64.4% |
| Admin fee / account holder | $33,397 | $12,120+175.6% | $10,261+225.5% | $11,596+188.0% |