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 | $138,684 | $86,929+59.5% | $102,423+35.4% | $80,856+71.5% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.6%+30.0pp |
| Annual return | 11.89% | 18.88%-7.0pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,310 | $2,369-44.7% | $3,023-56.7% | $2,755-52.5% |
| Participant deferral / active EE | $8,473 | $4,118+105.7% | $5,053+67.7% | $4,296+97.2% |
| Admin fee / account holder | $2,029 | $8,049-74.8% | $9,451-78.5% | $6,918-70.7% |