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 | $222,526 | $238,490-6.7% | $180,183+23.5% | $142,382+56.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.39% | 33.56%-19.2pp | 27.86%-13.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,494 | $6,143-59.4% | $5,039-50.5% | $4,299-42.0% |
| Participant deferral / active EE | $11,804 | $7,996+47.6% | $6,822+73.0% | $6,507+81.4% |
| Admin fee / account holder | $2,177 | $28,866-92.5% | $19,975-89.1% | $12,624-82.8% |