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 | $135,241 | $67,606+100.0% | $82,313+64.3% | $70,131+92.8% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.1pp |
| Annual return | 15.32% | 21.57%-6.2pp | 25.88%-10.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,182 | $1,755+24.3% | $2,428-10.1% | $2,342-6.9% |
| Participant deferral / active EE | $7,847 | $2,987+162.7% | $3,706+111.7% | $3,332+135.5% |
| Admin fee / account holder | $673 | $4,512-85.1% | $5,608-88.0% | $4,645-85.5% |