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 | $110,562 | $88,707+24.6% | $74,183+49.0% | $273,961-59.6% |
| Participation rate | 90.5% | 79.4%+11.0pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 7.68% | 11.94%-4.3pp | 17.74%-10.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $561 | $3,159-82.3% | $2,370-76.3% | $4,869-88.5% |
| Participant deferral / active EE | $3,177 | $4,212-24.6% | $3,550-10.5% | $5,287-39.9% |
| Admin fee / account holder | $2,386 | $8,717-72.6% | $5,586-57.3% | $10,132-76.5% |