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 | $196,459 | $66,402+195.9% | $109,895+78.8% | $85,850+128.8% |
| Participation rate | 86.5% | 63.9%+22.6pp | 74.2%+12.3pp | 69.3%+17.2pp |
| Annual return | 12.83% | 19.59%-6.8pp | 29.45%-16.6pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,694 | $1,687+0.4% | $2,842-40.4% | $2,565-34.0% |
| Participant deferral / active EE | $10,923 | $2,842+284.3% | $4,048+169.8% | $3,952+176.4% |
| Admin fee / account holder | $7,607 | $4,557+66.9% | $6,066+25.4% | $6,260+21.5% |