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 | $216,829 | $84,696+156.0% | $75,696+186.4% | $167,490+29.5% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.8%+13.4pp | 82.1%+6.1pp |
| Annual return | 13.93% | 199.36%-185.4pp | 104.53%-90.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,215 | $3,230-31.4% | $2,743-19.3% | $4,837-54.2% |
| Participant deferral / active EE | $5,883 | $4,580+28.5% | $3,821+54.0% | $6,341-7.2% |
| Admin fee / account holder | $5,382 | $5,355+0.5% | $3,619+48.7% | $12,309-56.3% |