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 | $112,683 | $99,341+13.4% | $84,750+33.0% | $273,961-58.9% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 30.49% | 22.93%+7.6pp | 22.78%+7.7pp | 41.45%-11.0pp |
| Employer contribution / active EE | $2,767 | $4,214-34.3% | $3,574-22.6% | $4,869-43.2% |
| Participant deferral / active EE | $7,583 | $4,269+77.6% | $3,712+104.3% | $5,287+43.4% |
| Admin fee / account holder | $3,708 | $6,644-44.2% | $5,332-30.5% | $10,132-63.4% |