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 | $86,698 | $58,851+47.3% | $115,157-24.7% | $72,985+18.8% |
| Participation rate | 78.9% | 65.5%+13.4pp | 75.9%+3.0pp | 69.5%+9.5pp |
| Annual return | 17.26% | 23.16%-5.9pp | 35.60%-18.3pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,051 | $1,798-41.5% | $3,179-66.9% | $2,440-56.9% |
| Participant deferral / active EE | $4,945 | $2,643+87.1% | $4,168+18.6% | $3,607+37.1% |
| Admin fee / account holder | $9,151 | $6,370+43.7% | $7,088+29.1% | $5,124+78.6% |