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 | $226,671 | $135,952+66.7% | $123,892+83.0% | $273,961-17.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 4.13% | 56.63%-52.5pp | 47.52%-43.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,314 | $5,170-55.2% | $4,617-49.9% | $4,869-52.5% |
| Participant deferral / active EE | $10,039 | $6,343+58.3% | $5,984+67.8% | $5,287+89.9% |
| Admin fee / account holder | $9,312 | $9,817-5.1% | $8,357+11.4% | $10,132-8.1% |