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 | $102,213 | $153,772-33.5% | $133,980-23.7% | $273,961-62.7% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.1%+2.4pp | 83.0%+6.5pp |
| Annual return | 11.85% | 36.51%-24.7pp | 29.30%-17.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $10,432 | $6,029+73.0% | $5,211+100.2% | $4,869+114.3% |
| Participant deferral / active EE | $13,073 | $6,958+87.9% | $6,282+108.1% | $5,287+147.3% |
| Admin fee / account holder | $14,719 | $11,765+25.1% | $9,324+57.9% | $10,132+45.3% |