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 | $215,491 | $79,449+171.2% | $189,557+13.7% | $85,850+151.0% |
| Participation rate | 89.8% | 66.0%+23.8pp | 78.4%+11.4pp | 69.3%+20.5pp |
| Annual return | 16.79% | 18.45%-1.7pp | 64.17%-47.4pp | 318.53%-301.7pp |
| Employer contribution / active EE | $4,882 | $2,081+134.6% | $4,412+10.6% | $2,565+90.3% |
| Participant deferral / active EE | $10,013 | $4,051+147.2% | $6,174+62.2% | $3,952+153.4% |
| Admin fee / account holder | $12,989 | $5,377+141.6% | $9,807+32.4% | $6,260+107.5% |