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 | $185,445 | $99,341+86.7% | $84,750+118.8% | $273,961-32.3% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 6.30% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,889 | $4,214-55.2% | $3,574-47.2% | $4,869-61.2% |
| Participant deferral / active EE | $6,060 | $4,269+41.9% | $3,712+63.3% | $5,287+14.6% |
| Admin fee / account holder | $25,912 | $6,644+290.0% | $5,332+386.0% | $10,132+155.7% |