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 | $200,628 | $127,065+57.9% | $113,168+77.3% | $142,382+40.9% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 18.18% | 24.03%-5.8pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,166 | $3,442-8.0% | $2,975+6.4% | $4,299-26.4% |
| Participant deferral / active EE | $21,725 | $5,716+280.1% | $5,107+325.4% | $6,507+233.9% |
| Admin fee / account holder | $13,279 | $15,736-15.6% | $12,068+10.0% | $12,624+5.2% |