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 | $112,288 | $81,233+38.2% | $155,567-27.8% | $80,874+38.8% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 32.77% | 33.33%-0.6pp | 64.74%-32.0pp | 35.62%-2.9pp |
| Employer contribution / active EE | $2,026 | $3,101-34.7% | $4,674-56.7% | $2,756-26.5% |
| Participant deferral / active EE | $9,022 | $3,452+161.3% | $5,628+60.3% | $4,297+110.0% |
| Admin fee / account holder | $16,044 | $7,998+100.6% | $15,916+0.8% | $6,935+131.3% |