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 9-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 | $231,562 | $68,547+237.8% | $120,354+92.4% | $80,856+186.4% |
| Participation rate | 73.9% | 61.6%+12.3pp | 71.9%+2.0pp | 67.6%+6.3pp |
| Annual return | 11.84% | 23.60%-11.8pp | 107.15%-95.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,560 | $2,051+122.3% | $3,463+31.7% | $2,755+65.5% |
| Participant deferral / active EE | $9,978 | $3,173+214.4% | $4,991+99.9% | $4,296+132.3% |
| Admin fee / account holder | $15,172 | $5,732+164.7% | $9,423+61.0% | $6,918+119.3% |