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 | $143,083 | $110,257+29.8% | $96,544+48.2% | $139,434+2.6% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 29.57% | 26.32%+3.2pp | 25.84%+3.7pp | 372.94%-343.4pp |
| Employer contribution / active EE | $1,832 | $3,620-49.4% | $2,965-38.2% | $4,751-61.4% |
| Participant deferral / active EE | $7,244 | $5,548+30.6% | $4,851+49.3% | $6,710+8.0% |
| Admin fee / account holder | $1,488 | $11,591-87.2% | $8,252-82.0% | $11,403-87.0% |