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 | $142,149 | $93,071+52.7% | $74,583+90.6% | $273,961-48.1% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 8.49% | 26.18%-17.7pp | 20.47%-12.0pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,189 | $3,160+32.6% | $2,525+65.9% | $4,869-14.0% |
| Participant deferral / active EE | $6,064 | $4,160+45.8% | $3,458+75.4% | $5,287+14.7% |
| Admin fee / account holder | $395 | $5,272-92.5% | $4,138-90.4% | $10,132-96.1% |