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 | $107,783 | $86,929+24.0% | $102,423+5.2% | $80,856+33.3% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | 10.78% | 18.88%-8.1pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,667 | $2,369-29.7% | $3,023-44.9% | $2,755-39.5% |
| Participant deferral / active EE | $2,883 | $4,118-30.0% | $5,053-42.9% | $4,296-32.9% |
| Admin fee / account holder | $5,745 | $8,049-28.6% | $9,451-39.2% | $6,918-17.0% |