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 | $133,338 | $78,422+70.0% | $95,952+39.0% | $79,858+67.0% |
| Participation rate | 82.3% | 73.5%+8.8pp | 77.1%+5.2pp | 69.6%+12.6pp |
| Annual return | 25.09% | 19.37%+5.7pp | 91.61%-66.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $2,613 | $1,945+34.4% | $2,541+2.9% | $2,471+5.8% |
| Participant deferral / active EE | $5,322 | $3,440+54.7% | $4,167+27.7% | $3,740+42.3% |
| Admin fee / account holder | $10,279 | $5,622+82.8% | $6,795+51.3% | $5,306+93.7% |