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 | $210,705 | $99,985+110.7% | $146,665+43.7% | $85,850+145.4% |
| Participation rate | 86.2% | 73.1%+13.1pp | 80.1%+6.1pp | 69.3%+16.9pp |
| Annual return | 21.48% | 18.93%+2.6pp | 22.74%-1.3pp | 318.53%-297.0pp |
| Employer contribution / active EE | $1,611 | $2,559-37.0% | $4,136-61.1% | $2,565-37.2% |
| Participant deferral / active EE | $9,259 | $4,006+131.1% | $5,506+68.2% | $3,952+134.3% |
| Admin fee / account holder | $8,431 | $7,702+9.5% | $10,280-18.0% | $6,260+34.7% |