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 | $106,601 | $78,422+35.9% | $95,952+11.1% | $79,858+33.5% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 13.92% | 19.37%-5.4pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $691 | $1,945-64.5% | $2,541-72.8% | $2,471-72.1% |
| Participant deferral / active EE | $5,489 | $3,440+59.6% | $4,167+31.7% | $3,740+46.8% |
| Admin fee / account holder | $15,863 | $5,622+182.1% | $6,795+133.4% | $5,306+198.9% |