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 | $191,019 | $167,307+14.2% | $143,757+32.9% | $134,475+42.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 7.63% | 0.46%+7.2pp | -0.04%+7.7pp | 417.96%-410.3pp |
| Employer contribution / active EE | $2,828 | $5,619-49.7% | $4,951-42.9% | $4,740-40.3% |
| Participant deferral / active EE | $4,554 | $6,446-29.4% | $5,637-19.2% | $6,400-28.8% |
| Admin fee / account holder | $2,792 | $18,088-84.6% | $14,673-81.0% | $11,426-75.6% |