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 | $143,988 | $93,571+53.9% | $135,903+5.9% | $75,163+91.6% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 22.09% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $4,898 | $3,537+38.5% | $4,856+0.9% | $2,670+83.5% |
| Participant deferral / active EE | $9,636 | $6,404+50.5% | $7,758+24.2% | $4,125+133.6% |
| Admin fee / account holder | $8,679 | $6,975+24.4% | $10,762-19.4% | $5,651+53.6% |