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 | $215,564 | $100,773+113.9% | $88,946+142.4% | $142,382+51.4% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 24.14% | 70.18%-46.0pp | 57.82%-33.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $10,585 | $2,918+262.8% | $2,555+314.3% | $4,299+146.2% |
| Participant deferral / active EE | $8,427 | $5,230+61.1% | $4,581+83.9% | $6,507+29.5% |
| Admin fee / account holder | $690 | $9,693-92.9% | $8,261-91.6% | $12,624-94.5% |