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 | $184,660 | $105,630+74.8% | $87,507+111.0% | $273,961-32.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 7.76% | 12.25%-4.5pp | 12.21%-4.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $608 | $3,141-80.7% | $2,550-76.2% | $4,869-87.5% |
| Participant deferral / active EE | $6,402 | $3,601+77.8% | $3,149+103.3% | $5,287+21.1% |
| Admin fee / account holder | $527 | $4,781-89.0% | $4,221-87.5% | $10,132-94.8% |