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 | $103,690 | $62,586+65.7% | $76,768+35.1% | $64,186+61.5% |
| Participation rate | 95.1% | 72.8%+22.3pp | 77.0%+18.2pp | 69.6%+25.6pp |
| Annual return | -5.78% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,799 | $1,832-1.8% | $2,485-27.6% | $2,381-24.4% |
| Participant deferral / active EE | $7,683 | $3,145+144.3% | $3,852+99.5% | $3,470+121.4% |
| Admin fee / account holder | $2,033 | $4,667-56.4% | $6,675-69.5% | $4,888-58.4% |