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 | $240,837 | $165,335+45.7% | $149,696+60.9% | $158,922+51.5% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 23.97% | 348.15%-324.2pp | 276.60%-252.6pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,355 | $5,103-53.9% | $4,644-49.3% | $4,761-50.5% |
| Participant deferral / active EE | $3,375 | $7,181-53.0% | $6,842-50.7% | $5,982-43.6% |
| Admin fee / account holder | $8,332 | $10,807-22.9% | $9,309-10.5% | $11,246-25.9% |