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 | $248,825 | $123,793+101.0% | $177,821+39.9% | $79,858+211.6% |
| Participation rate | 81.5% | 84.7%-3.2pp | 87.7%-6.2pp | 69.6%+11.8pp |
| Annual return | 20.49% | 22.82%-2.3pp | 48.32%-27.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,163 | $4,095-47.2% | $5,918-63.4% | $2,471-12.5% |
| Participant deferral / active EE | $9,680 | $5,956+62.5% | $7,714+25.5% | $3,740+158.8% |
| Admin fee / account holder | $10,222 | $7,243+41.1% | $12,427-17.7% | $5,306+92.6% |