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 | $192,996 | $83,477+131.2% | $125,175+54.2% | $72,985+164.4% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+15.0pp | 69.5%+25.3pp |
| Annual return | 19.39% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,711 | $2,345-27.0% | $3,865-55.7% | $2,440-29.9% |
| Participant deferral / active EE | $5,013 | $3,585+39.8% | $4,937+1.5% | $3,607+39.0% |
| Admin fee / account holder | $6,500 | $5,517+17.8% | $9,702-33.0% | $5,124+26.8% |