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 | $113,239 | $65,703+72.4% | $94,224+20.2% | $59,632+89.9% |
| Participation rate | 78.0% | 72.1%+5.9pp | 78.8%-0.7pp | 68.7%+9.4pp |
| Annual return | 1.52% | 5.22%-3.7pp | 10.68%-9.2pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,438 | $2,021+20.7% | $3,587-32.0% | $2,203+10.7% |
| Participant deferral / active EE | $4,542 | $3,143+44.5% | $4,320+5.1% | $3,192+42.3% |
| Admin fee / account holder | $1,358 | $4,264-68.2% | $6,269-78.3% | $4,297-68.4% |