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 | $200,180 | $126,574+58.2% | $106,213+88.5% | $145,922+37.2% |
| Participation rate | 73.7% | 77.6%-4.0pp | 75.3%-1.6pp | 80.3%-6.6pp |
| Annual return | 17.66% | 224.79%-207.1pp | 116.14%-98.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,072 | $3,730-71.3% | $3,171-66.2% | $4,660-77.0% |
| Participant deferral / active EE | $7,014 | $5,724+22.5% | $5,016+39.8% | $6,688+4.9% |
| Admin fee / account holder | $2,748 | $17,304-84.1% | $11,033-75.1% | $13,397-79.5% |