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 3-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 | $143,163 | $111,754+28.1% | $103,333+38.5% | $145,922-1.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 26.83% | 24.77%+2.1pp | 24.88%+1.9pp | 561.29%-534.5pp |
| Employer contribution / active EE | $2,460 | $4,212-41.6% | $3,868-36.4% | $4,660-47.2% |
| Participant deferral / active EE | $5,928 | $5,619+5.5% | $5,057+17.2% | $6,688-11.4% |
| Admin fee / account holder | $1,204 | $9,750-87.6% | $8,355-85.6% | $13,397-91.0% |