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 | $204,275 | $86,929+135.0% | $102,423+99.4% | $80,856+152.6% |
| Participation rate | 89.5% | 72.4%+17.1pp | 76.5%+13.0pp | 67.6%+21.8pp |
| Annual return | 26.52% | 18.88%+7.6pp | 29.32%-2.8pp | 35.59%-9.1pp |
| Employer contribution / active EE | $1,348 | $2,369-43.1% | $3,023-55.4% | $2,755-51.1% |
| Participant deferral / active EE | $3,910 | $4,118-5.1% | $5,053-22.6% | $4,296-9.0% |
| Admin fee / account holder | $24,109 | $8,049+199.5% | $9,451+155.1% | $6,918+248.5% |