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 | $128,365 | $72,277+77.6% | $101,248+26.8% | $79,858+60.7% |
| Participation rate | 79.1% | 68.5%+10.6pp | 75.8%+3.3pp | 69.6%+9.5pp |
| Annual return | 14.47% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,886 | $2,692+44.4% | $3,660+6.2% | $2,471+57.3% |
| Participant deferral / active EE | $8,417 | $3,282+156.5% | $4,370+92.6% | $3,740+125.1% |
| Admin fee / account holder | $3,596 | $4,400-18.3% | $5,945-39.5% | $5,306-32.2% |