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 | $113,793 | $67,606+68.3% | $82,313+38.2% | $70,131+62.3% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.8pp |
| Annual return | 14.44% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,957 | $1,755+11.5% | $2,428-19.4% | $2,342-16.5% |
| Participant deferral / active EE | $4,075 | $2,987+36.4% | $3,706+9.9% | $3,332+22.3% |
| Admin fee / account holder | $50,076 | $4,512+1009.8% | $5,608+793.0% | $4,645+978.0% |