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 | $188,101 | $124,281+51.4% | $109,143+72.3% | $167,490+12.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.90% | 26.04%-10.1pp | 25.75%-9.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $8,418 | $4,207+100.1% | $3,722+126.2% | $4,837+74.0% |
| Participant deferral / active EE | $4,877 | $5,255-7.2% | $4,653+4.8% | $6,341-23.1% |
| Admin fee / account holder | $20,151 | $7,970+152.8% | $6,752+198.4% | $12,309+63.7% |