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 | $205,010 | $99,985+105.0% | $146,665+39.8% | $85,850+138.8% |
| Participation rate | 80.6% | 73.1%+7.6pp | 80.1%+0.6pp | 69.3%+11.3pp |
| Annual return | 18.72% | 18.93%-0.2pp | 22.74%-4.0pp | 318.53%-299.8pp |
| Employer contribution / active EE | $1,219 | $2,559-52.4% | $4,136-70.5% | $2,565-52.5% |
| Participant deferral / active EE | $3,697 | $4,006-7.7% | $5,506-32.9% | $3,952-6.4% |
| Admin fee / account holder | $5,208 | $7,702-32.4% | $10,280-49.3% | $6,260-16.8% |