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 | $111,699 | $74,927+49.1% | $101,794+9.7% | $84,808+31.7% |
| Participation rate | 87.1% | 61.4%+25.7pp | 69.2%+17.9pp | 68.3%+18.8pp |
| Annual return | 16.05% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $738 | $1,522-51.5% | $2,289-67.8% | $2,631-72.0% |
| Participant deferral / active EE | $3,240 | $3,099+4.5% | $4,084-20.7% | $4,212-23.1% |
| Admin fee / account holder | $2,268 | $6,514-65.2% | $8,777-74.2% | $7,344-69.1% |