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 | $105,639 | $48,046+119.9% | $84,611+24.9% | $72,985+44.7% |
| Participation rate | 71.7% | 57.6%+14.1pp | 68.2%+3.5pp | 69.5%+2.2pp |
| Annual return | 23.56% | 37.38%-13.8pp | 258.74%-235.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,178 | $1,602+36.0% | $2,652-17.9% | $2,440-10.7% |
| Participant deferral / active EE | $4,621 | $2,680+72.4% | $3,899+18.5% | $3,607+28.1% |
| Admin fee / account holder | $2,460 | $3,395-27.5% | $4,912-49.9% | $5,124-52.0% |