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 | $128,701 | $39,122+229.0% | $57,179+125.1% | $62,891+104.6% |
| Participation rate | 96.6% | 70.5%+26.0pp | 75.3%+21.2pp | 69.3%+27.2pp |
| Annual return | 7.35% | 9.23%-1.9pp | 14.59%-7.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $6,543 | $1,874+249.1% | $2,682+143.9% | $2,281+186.9% |
| Participant deferral / active EE | $9,659 | $2,374+306.9% | $3,096+212.0% | $3,203+201.6% |
| Admin fee / account holder | $7,855 | $2,592+203.0% | $3,139+150.2% | $4,296+82.9% |