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 | $233,602 | $115,770+101.8% | $101,248+130.7% | $158,922+47.0% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 16.93% | 56.14%-39.2pp | 46.47%-29.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,055 | $4,175-26.8% | $3,660-16.5% | $4,761-35.8% |
| Participant deferral / active EE | $5,935 | $4,957+19.7% | $4,370+35.8% | $5,982-0.8% |
| Admin fee / account holder | $2,378 | $7,245-67.2% | $5,945-60.0% | $11,246-78.9% |