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 | $225,766 | $99,341+127.3% | $84,750+166.4% | $273,961-17.6% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.6%+18.9pp | 83.0%+12.4pp |
| Annual return | 6.99% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,914 | $4,214-30.8% | $3,574-18.5% | $4,869-40.2% |
| Participant deferral / active EE | $9,072 | $4,269+112.5% | $3,712+144.4% | $5,287+71.6% |
| Admin fee / account holder | $21,509 | $6,644+223.7% | $5,332+303.4% | $10,132+112.3% |