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 | $211,168 | $89,753+135.3% | $107,525+96.4% | $84,808+149.0% |
| Participation rate | 95.0% | 68.1%+26.9pp | 75.1%+19.9pp | 68.3%+26.7pp |
| Annual return | 14.34% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,640 | $3,113+49.0% | $3,754+23.6% | $2,631+76.4% |
| Participant deferral / active EE | $9,486 | $4,056+133.9% | $5,116+85.4% | $4,212+125.2% |
| Admin fee / account holder | $8,352 | $7,222+15.6% | $8,919-6.4% | $7,344+13.7% |