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 | $143,901 | $67,606+112.9% | $82,313+74.8% | $70,131+105.2% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 17.65% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,789 | $1,755+1.9% | $2,428-26.3% | $2,342-23.6% |
| Participant deferral / active EE | $4,239 | $2,987+41.9% | $3,706+14.4% | $3,332+27.2% |
| Admin fee / account holder | $2,827 | $4,512-37.3% | $5,608-49.6% | $4,645-39.1% |