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 | $226,500 | $116,175+95.0% | $93,606+142.0% | $152,861+48.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 10.88% | 35.96%-25.1pp | 32.76%-21.9pp | 345.32%-334.4pp |
| Employer contribution / active EE | $3,070 | $3,218-4.6% | $2,718+13.0% | $4,762-35.5% |
| Participant deferral / active EE | $6,746 | $4,603+46.5% | $4,069+65.8% | $5,850+15.3% |
| Admin fee / account holder | $503 | $10,748-95.3% | $7,888-93.6% | $11,596-95.7% |