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 | $217,488 | $99,652+118.2% | $78,778+176.1% | $147,584+47.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 17.46% | 47.28%-29.8pp | 35.62%-18.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,757 | $2,796-1.4% | $1,986+38.9% | $4,876-43.5% |
| Participant deferral / active EE | $5,852 | $3,664+59.7% | $2,958+97.8% | $5,439+7.6% |
| Admin fee / account holder | $1,006 | $7,155-85.9% | $5,134-80.4% | $10,885-90.8% |