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 | $123,346 | $78,705+56.7% | $117,854+4.7% | $70,131+75.9% |
| Participation rate | 76.7% | 73.2%+3.5pp | 79.7%-3.0pp | 69.5%+7.1pp |
| Annual return | 14.46% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $673 | $2,223-69.7% | $3,786-82.2% | $2,342-71.3% |
| Participant deferral / active EE | $3,557 | $3,297+7.9% | $4,482-20.6% | $3,332+6.8% |
| Admin fee / account holder | $1,579 | $5,065-68.8% | $8,020-80.3% | $4,645-66.0% |