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 | $187,234 | $65,041+187.9% | $90,951+105.9% | $79,858+134.5% |
| Participation rate | 71.0% | 61.6%+9.4pp | 69.0%+2.0pp | 69.6%+1.3pp |
| Annual return | 13.37% | 30.45%-17.1pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,572 | $1,247+26.1% | $2,122-25.9% | $2,471-36.4% |
| Participant deferral / active EE | $3,986 | $2,512+58.7% | $3,373+18.2% | $3,740+6.6% |
| Admin fee / account holder | $3,908 | $4,536-13.9% | $5,959-34.4% | $5,306-26.4% |