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 | $219,949 | $127,264+72.8% | $109,895+100.1% | $167,490+31.3% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 18.77% | 22.97%-4.2pp | 29.45%-10.7pp | 478.56%-459.8pp |
| Employer contribution / active EE | $12,567 | $3,322+278.2% | $2,842+342.1% | $4,837+159.8% |
| Participant deferral / active EE | $7,092 | $4,514+57.1% | $4,048+75.2% | $6,341+11.8% |
| Admin fee / account holder | $7,198 | $7,114+1.2% | $6,066+18.7% | $12,309-41.5% |