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 | $114,639 | $78,422+46.2% | $95,952+19.5% | $79,858+43.6% |
| Participation rate | 79.6% | 73.5%+6.1pp | 77.1%+2.5pp | 69.6%+10.0pp |
| Annual return | 11.47% | 19.37%-7.9pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,143 | $1,945+61.6% | $2,541+23.7% | $2,471+27.2% |
| Participant deferral / active EE | $4,275 | $3,440+24.3% | $4,167+2.6% | $3,740+14.3% |
| Admin fee / account holder | $3,241 | $5,622-42.4% | $6,795-52.3% | $5,306-38.9% |