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 | $180,957 | $49,177+268.0% | $79,464+127.7% | $64,186+181.9% |
| Participation rate | 80.6% | 65.0%+15.6pp | 73.3%+7.3pp | 69.6%+11.1pp |
| Annual return | 6.91% | -1.16%+8.1pp | 718.14%-711.2pp | 7.63%-0.7pp |
| Employer contribution / active EE | $3,226 | $2,076+55.4% | $2,800+15.2% | $2,381+35.5% |
| Participant deferral / active EE | $2,409 | $2,821-14.6% | $3,704-35.0% | $3,470-30.6% |
| Admin fee / account holder | $1,021 | $3,839-73.4% | $5,113-80.0% | $4,888-79.1% |