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 | $229,752 | $95,266+141.2% | $82,389+178.9% | $142,382+61.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.91% | 25.74%-9.8pp | 28.67%-12.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,527 | $2,991-15.5% | $2,517+0.4% | $4,299-41.2% |
| Participant deferral / active EE | $12,216 | $4,809+154.0% | $4,155+194.0% | $6,507+87.7% |
| Admin fee / account holder | $4,815 | $8,563-43.8% | $7,231-33.4% | $12,624-61.9% |