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 | $111,154 | $95,416+16.5% | $185,823-40.2% | $85,850+29.5% |
| Participation rate | 73.3% | 68.8%+4.6pp | 81.7%-8.4pp | 69.3%+4.0pp |
| Annual return | 37.28% | 23.59%+13.7pp | 122.05%-84.8pp | 318.53%-281.3pp |
| Employer contribution / active EE | $3,216 | $3,314-2.9% | $5,167-37.8% | $2,565+25.4% |
| Participant deferral / active EE | $3,970 | $3,423+16.0% | $5,568-28.7% | $3,952+0.5% |
| Admin fee / account holder | $576 | $7,213-92.0% | $16,237-96.5% | $6,260-90.8% |