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 | $138,147 | $99,341+39.1% | $84,750+63.0% | $273,961-49.6% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 2.87% | 22.93%-20.1pp | 22.78%-19.9pp | 41.45%-38.6pp |
| Employer contribution / active EE | $3,850 | $4,214-8.6% | $3,574+7.7% | $4,869-20.9% |
| Participant deferral / active EE | $4,243 | $4,269-0.6% | $3,712+14.3% | $5,287-19.7% |
| Admin fee / account holder | $2,785 | $6,644-58.1% | $5,332-47.8% | $10,132-72.5% |