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 | $236,823 | $115,882+104.4% | $100,516+135.6% | $158,922+49.0% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.5pp | 82.0%+10.9pp |
| Annual return | 13.06% | 34.79%-21.7pp | 30.89%-17.8pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,398 | $4,103-41.6% | $3,418-29.8% | $4,761-49.6% |
| Participant deferral / active EE | $7,420 | $6,674+11.2% | $6,270+18.3% | $5,982+24.0% |
| Admin fee / account holder | $4,447 | $10,995-59.6% | $8,081-45.0% | $11,246-60.5% |