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 | $124,648 | $101,724+22.5% | $164,813-24.4% | $80,856+54.2% |
| Participation rate | 87.2% | 71.8%+15.4pp | 78.6%+8.6pp | 67.6%+19.5pp |
| Annual return | 17.94% | 16.72%+1.2pp | 69.93%-52.0pp | 35.59%-17.7pp |
| Employer contribution / active EE | $5,722 | $2,953+93.7% | $4,341+31.8% | $2,755+107.7% |
| Participant deferral / active EE | $8,581 | $4,477+91.6% | $6,031+42.3% | $4,296+99.7% |
| Admin fee / account holder | $1,621 | $8,227-80.3% | $12,690-87.2% | $6,918-76.6% |