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 | $122,640 | $68,719+78.5% | $91,541+34.0% | $84,808+44.6% |
| Participation rate | 83.1% | 64.5%+18.6pp | 69.8%+13.4pp | 68.3%+14.8pp |
| Annual return | 19.45% | 19.12%+0.3pp | 20.50%-1.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,148 | $1,920+64.0% | $2,505+25.7% | $2,631+19.6% |
| Participant deferral / active EE | $7,399 | $3,136+136.0% | $4,008+84.6% | $4,212+75.7% |
| Admin fee / account holder | $740 | $5,786-87.2% | $6,956-89.4% | $7,344-89.9% |