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 | $133,512 | $78,926+69.2% | $136,749-2.4% | $84,808+57.4% |
| Participation rate | 75.9% | 62.2%+13.7pp | 72.1%+3.7pp | 68.3%+7.6pp |
| Annual return | 14.97% | 18.17%-3.2pp | 24.33%-9.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,797 | $2,134+77.9% | $3,400+11.7% | $2,631+44.3% |
| Participant deferral / active EE | $7,528 | $3,168+137.6% | $4,692+60.4% | $4,212+78.7% |
| Admin fee / account holder | $2,997 | $6,369-52.9% | $11,386-73.7% | $7,344-59.2% |