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 | $167,614 | $80,717+107.7% | $154,803+8.3% | $84,808+97.6% |
| Participation rate | 75.8% | 66.8%+8.9pp | 78.1%-2.3pp | 68.3%+7.4pp |
| Annual return | 15.97% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,212 | $2,761+16.3% | $4,305-25.4% | $2,631+22.1% |
| Participant deferral / active EE | $7,758 | $3,303+134.9% | $5,540+40.0% | $4,212+84.2% |
| Admin fee / account holder | $3,733 | $6,746-44.7% | $14,329-73.9% | $7,344-49.2% |