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 | $158,597 | $95,193+66.6% | $76,523+107.3% | $135,375+17.2% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | 5.78% | 4.85%+0.9pp | -0.27%+6.0pp | 519.73%-514.0pp |
| Employer contribution / active EE | $10,590 | $3,302+220.7% | $2,647+300.0% | $4,779+121.6% |
| Participant deferral / active EE | $3,261 | $4,639-29.7% | $3,835-15.0% | $5,609-41.9% |
| Admin fee / account holder | $7,277 | $6,249+16.5% | $4,848+50.1% | $10,827-32.8% |