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 | $154,884 | $76,367+102.8% | $93,606+65.5% | $72,985+112.2% |
| Participation rate | 98.3% | 71.7%+26.6pp | 75.8%+22.5pp | 69.5%+28.8pp |
| Annual return | 23.98% | 25.82%-1.8pp | 32.76%-8.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $7,091 | $2,275+211.6% | $2,718+160.9% | $2,440+190.6% |
| Participant deferral / active EE | $5,385 | $3,538+52.2% | $4,069+32.3% | $3,607+49.3% |
| Admin fee / account holder | $6,382 | $6,838-6.7% | $7,888-19.1% | $5,124+24.5% |