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 | $239,626 | $124,281+92.8% | $109,143+119.6% | $167,490+43.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 11.50% | 26.04%-14.5pp | 25.75%-14.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,983 | $4,207-52.9% | $3,722-46.7% | $4,837-59.0% |
| Participant deferral / active EE | $7,473 | $5,255+42.2% | $4,653+60.6% | $6,341+17.8% |
| Admin fee / account holder | $70,125 | $7,970+779.9% | $6,752+938.5% | $12,309+469.7% |