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 | $222,086 | $124,281+78.7% | $109,143+103.5% | $167,490+32.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 14.15% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,043 | $4,207-51.4% | $3,722-45.1% | $4,837-57.8% |
| Participant deferral / active EE | $4,952 | $5,255-5.8% | $4,653+6.4% | $6,341-21.9% |
| Admin fee / account holder | $154,315 | $7,970+1836.3% | $6,752+2185.4% | $12,309+1153.7% |