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 | $181,156 | $96,557+87.6% | $80,975+123.7% | $273,961-33.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.56% | 15.14%-9.6pp | 17.10%-11.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $3,676 | $4,868-24.5% | $3,714-1.0% | $4,869-24.5% |
| Participant deferral / active EE | $6,478 | $6,598-1.8% | $5,696+13.7% | $5,287+22.5% |
| Admin fee / account holder | $7,323 | $7,492-2.3% | $5,516+32.8% | $10,132-27.7% |