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 | $238,250 | $100,326+137.5% | $180,183+32.2% | $84,808+180.9% |
| Participation rate | 76.7% | 71.0%+5.7pp | 77.4%-0.8pp | 68.3%+8.4pp |
| Annual return | 17.70% | 17.86%-0.2pp | 27.86%-10.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,311 | $3,269-29.3% | $5,039-54.1% | $2,631-12.2% |
| Participant deferral / active EE | $4,854 | $5,066-4.2% | $6,822-28.9% | $4,212+15.3% |
| Admin fee / account holder | $2,082 | $9,674-78.5% | $19,975-89.6% | $7,344-71.7% |