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 | $106,317 | $76,407+39.1% | $150,298-29.3% | $82,448+29.0% |
| Participation rate | 79.4% | 66.4%+13.0pp | 77.8%+1.7pp | 68.1%+11.3pp |
| Annual return | 16.12% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,605 | $2,614+37.9% | $4,154-13.2% | $2,551+41.3% |
| Participant deferral / active EE | $9,824 | $3,214+205.6% | $5,453+80.2% | $4,139+137.3% |
| Admin fee / account holder | $15,554 | $6,352+144.9% | $14,116+10.2% | $7,234+115.0% |