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 | $244,822 | $176,812+38.5% | $146,665+66.9% | $167,490+46.2% |
| Participation rate | 86.7% | 83.6%+3.1pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 19.59% | 24.03%-4.4pp | 22.74%-3.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $4,038 | $5,160-21.7% | $4,136-2.4% | $4,837-16.5% |
| Participant deferral / active EE | $5,132 | $6,440-20.3% | $5,506-6.8% | $6,341-19.1% |
| Admin fee / account holder | $63,096 | $13,259+375.9% | $10,280+513.8% | $12,309+412.6% |