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 | $110,687 | $100,326+10.3% | $180,183-38.6% | $84,808+30.5% |
| Participation rate | 88.6% | 71.0%+17.6pp | 77.4%+11.1pp | 68.3%+20.3pp |
| Annual return | 15.29% | 17.86%-2.6pp | 27.86%-12.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,699 | $3,269+13.1% | $5,039-26.6% | $2,631+40.6% |
| Participant deferral / active EE | $3,178 | $5,066-37.3% | $6,822-53.4% | $4,212-24.5% |
| Admin fee / account holder | $17,232 | $9,674+78.1% | $19,975-13.7% | $7,344+134.6% |