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 | $70,289 | $39,122+79.7% | $57,179+22.9% | $62,891+11.8% |
| Participation rate | 95.7% | 70.5%+25.1pp | 75.3%+20.3pp | 69.3%+26.3pp |
| Annual return | 3.17% | 9.23%-6.1pp | 14.59%-11.4pp | 20.14%-17.0pp |
| Employer contribution / active EE | $2,762 | $1,874+47.4% | $2,682+3.0% | $2,281+21.1% |
| Participant deferral / active EE | $4,789 | $2,374+101.8% | $3,096+54.7% | $3,203+49.5% |
| Admin fee / account holder | $1,922 | $2,592-25.8% | $3,139-38.8% | $4,296-55.3% |