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 | $83,933 | $53,127+58.0% | $86,590-3.1% | $70,131+19.7% |
| Participation rate | 90.5% | 65.3%+25.2pp | 73.5%+16.9pp | 69.5%+20.9pp |
| Annual return | 18.02% | 27.66%-9.6pp | 964.84%-946.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,643 | $2,068-20.6% | $2,839-42.1% | $2,342-29.9% |
| Participant deferral / active EE | $3,423 | $2,696+27.0% | $3,609-5.1% | $3,332+2.7% |
| Admin fee / account holder | $5,671 | $3,585+58.2% | $4,906+15.6% | $4,645+22.1% |