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 | $212,587 | $111,814+90.1% | $103,374+105.6% | $145,959+45.6% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 14.58% | 24.77%-10.2pp | 24.89%-10.3pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,365 | $4,214-43.9% | $3,869-38.9% | $4,661-49.3% |
| Participant deferral / active EE | $4,414 | $5,618-21.4% | $5,058-12.7% | $6,689-34.0% |
| Admin fee / account holder | $29,228 | $9,754+199.6% | $8,394+248.2% | $13,398+118.2% |