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 | $202,044 | $138,347+46.0% | $184,203+9.7% | $80,856+149.9% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.1pp | 67.6%+29.2pp |
| Annual return | 12.15% | 20.02%-7.9pp | 28.81%-16.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $6,111 | $4,850+26.0% | $6,427-4.9% | $2,755+121.8% |
| Participant deferral / active EE | $8,860 | $7,071+25.3% | $9,131-3.0% | $4,296+106.3% |
| Admin fee / account holder | $15,734 | $10,483+50.1% | $13,901+13.2% | $6,918+127.4% |