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 | $150,823 | $124,281+21.4% | $109,143+38.2% | $167,490-10.0% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 15.40% | 26.04%-10.6pp | 25.75%-10.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,347 | $4,207-20.4% | $3,722-10.1% | $4,837-30.8% |
| Participant deferral / active EE | $4,527 | $5,255-13.9% | $4,653-2.7% | $6,341-28.6% |
| Admin fee / account holder | $7,708 | $7,970-3.3% | $6,752+14.2% | $12,309-37.4% |