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 | $203,203 | $124,281+63.5% | $109,143+86.2% | $167,490+21.3% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 18.95% | 26.04%-7.1pp | 25.75%-6.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,319 | $4,207-44.9% | $3,722-37.7% | $4,837-52.1% |
| Participant deferral / active EE | $3,101 | $5,255-41.0% | $4,653-33.4% | $6,341-51.1% |
| Admin fee / account holder | $18,275 | $7,970+129.3% | $6,752+170.7% | $12,309+48.5% |