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 | $208,272 | $110,257+88.9% | $96,544+115.7% | $139,434+49.4% |
| Participation rate | 73.7% | 78.1%-4.4pp | 76.0%-2.3pp | 80.3%-6.6pp |
| Annual return | 14.86% | 26.32%-11.5pp | 25.84%-11.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,533 | $3,620-2.4% | $2,965+19.2% | $4,751-25.6% |
| Participant deferral / active EE | $14,131 | $5,548+154.7% | $4,851+191.3% | $6,710+110.6% |
| Admin fee / account holder | $767 | $11,591-93.4% | $8,252-90.7% | $11,403-93.3% |