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 | $208,061 | $81,632+154.9% | $70,449+195.3% | $158,922+30.9% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 12.06% | 208.40%-196.3pp | 109.03%-97.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,511 | $3,217-21.9% | $2,737-8.2% | $4,761-47.3% |
| Participant deferral / active EE | $7,119 | $4,554+56.3% | $3,709+92.0% | $5,982+19.0% |
| Admin fee / account holder | $837 | $6,193-86.5% | $3,845-78.2% | $11,246-92.6% |