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 | $230,369 | $99,341+131.9% | $84,750+171.8% | $273,961-15.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 24.33% | 22.93%+1.4pp | 22.78%+1.5pp | 41.45%-17.1pp |
| Employer contribution / active EE | $6,449 | $4,214+53.0% | $3,574+80.4% | $4,869+32.5% |
| Participant deferral / active EE | $6,394 | $4,269+49.8% | $3,712+72.3% | $5,287+20.9% |
| Admin fee / account holder | $5,821 | $6,644-12.4% | $5,332+9.2% | $10,132-42.5% |