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 | $207,800 | $127,065+63.5% | $113,168+83.6% | $142,382+45.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.70% | 24.03%-6.3pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,602 | $3,442+62.7% | $2,975+88.3% | $4,299+30.3% |
| Participant deferral / active EE | $17,989 | $5,716+214.7% | $5,107+252.2% | $6,507+176.4% |
| Admin fee / account holder | $6,825 | $15,736-56.6% | $12,068-43.4% | $12,624-45.9% |