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 | $235,356 | $127,065+85.2% | $113,168+108.0% | $142,382+65.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 13.70% | 24.03%-10.3pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,126 | $3,442-38.2% | $2,975-28.5% | $4,299-50.6% |
| Participant deferral / active EE | $6,082 | $5,716+6.4% | $5,107+19.1% | $6,507-6.5% |
| Admin fee / account holder | $481 | $15,736-96.9% | $12,068-96.0% | $12,624-96.2% |