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 | $235,583 | $103,376+127.9% | $87,100+170.5% | $152,861+54.1% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 18.88% | 28.10%-9.2pp | 28.19%-9.3pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,557 | $3,220-51.7% | $2,521-38.3% | $4,762-67.3% |
| Participant deferral / active EE | $3,423 | $4,778-28.3% | $4,049-15.4% | $5,850-41.5% |
| Admin fee / account holder | $17,012 | $12,205+39.4% | $7,497+126.9% | $11,596+46.7% |