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 | $231,474 | $80,717+186.8% | $154,803+49.5% | $84,808+172.9% |
| Participation rate | 72.2% | 66.8%+5.4pp | 78.1%-5.8pp | 68.3%+3.9pp |
| Annual return | 14.33% | 37.96%-23.6pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,078 | $2,761-24.7% | $4,305-51.7% | $2,631-21.0% |
| Participant deferral / active EE | $6,441 | $3,303+95.0% | $5,540+16.3% | $4,212+52.9% |
| Admin fee / account holder | $687 | $6,746-89.8% | $14,329-95.2% | $7,344-90.6% |