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 | $138,128 | $88,707+55.7% | $74,183+86.2% | $273,961-49.6% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.6%+2.3pp | 83.0%-4.1pp |
| Annual return | 8.62% | 11.94%-3.3pp | 17.74%-9.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $660 | $3,159-79.1% | $2,370-72.1% | $4,869-86.4% |
| Participant deferral / active EE | $3,546 | $4,212-15.8% | $3,550-0.1% | $5,287-32.9% |
| Admin fee / account holder | $3,305 | $8,717-62.1% | $5,586-40.8% | $10,132-67.4% |