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 | $218,146 | $103,376+111.0% | $87,100+150.5% | $152,861+42.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 13.86% | 28.10%-14.2pp | 28.19%-14.3pp | 345.32%-331.5pp |
| Employer contribution / active EE | $8,498 | $3,220+163.9% | $2,521+237.0% | $4,762+78.4% |
| Participant deferral / active EE | $3,912 | $4,778-18.1% | $4,049-3.4% | $5,850-33.1% |
| Admin fee / account holder | $2,553 | $12,205-79.1% | $7,497-66.0% | $11,596-78.0% |