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 | $241,007 | $162,781+48.1% | $133,956+79.9% | $158,922+51.7% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 33.85% | 41.94%-8.1pp | 45.09%-11.2pp | 302.83%-269.0pp |
| Employer contribution / active EE | $2,723 | $4,975-45.3% | $3,919-30.5% | $4,761-42.8% |
| Participant deferral / active EE | $8,392 | $5,911+42.0% | $5,048+66.3% | $5,982+40.3% |
| Admin fee / account holder | $1,123 | $11,736-90.4% | $8,927-87.4% | $11,246-90.0% |