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 | $233,964 | $98,750+136.9% | $149,696+56.3% | $79,858+193.0% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.5%-9.4pp | 69.6%+3.4pp |
| Annual return | 14.32% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,585 | $3,216-19.6% | $4,644-44.3% | $2,471+4.6% |
| Participant deferral / active EE | $6,326 | $5,680+11.4% | $6,842-7.5% | $3,740+69.1% |
| Admin fee / account holder | $6,838 | $6,053+13.0% | $9,309-26.5% | $5,306+28.9% |