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 | $196,407 | $94,338+108.2% | $100,534+95.4% | $142,382+37.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 13.41% | 29.20%-15.8pp | 32.66%-19.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,254 | $4,237-46.8% | $4,346-48.1% | $4,299-47.6% |
| Participant deferral / active EE | $4,808 | $5,934-19.0% | $6,144-21.7% | $6,507-26.1% |
| Admin fee / account holder | $6,060 | $8,421-28.0% | $7,654-20.8% | $12,624-52.0% |