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 | $200,836 | $117,841+70.4% | $102,423+96.1% | $145,922+37.6% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 19.33% | 31.65%-12.3pp | 29.32%-10.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $8,333 | $3,615+130.5% | $3,023+175.6% | $4,660+78.8% |
| Participant deferral / active EE | $2,051 | $5,731-64.2% | $5,053-59.4% | $6,688-69.3% |
| Admin fee / account holder | $10,010 | $13,326-24.9% | $9,451+5.9% | $13,397-25.3% |