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 | $216,419 | $78,422+176.0% | $95,952+125.6% | $79,858+171.0% |
| Participation rate | 97.4% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.8pp |
| Annual return | 22.71% | 19.37%+3.3pp | 91.61%-68.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $2,599 | $1,945+33.6% | $2,541+2.3% | $2,471+5.2% |
| Participant deferral / active EE | $6,935 | $3,440+101.6% | $4,167+66.4% | $3,740+85.4% |
| Admin fee / account holder | $3,510 | $5,622-37.6% | $6,795-48.4% | $5,306-33.9% |