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 | $97,133 | $72,277+34.4% | $101,248-4.1% | $79,858+21.6% |
| Participation rate | 74.3% | 68.5%+5.8pp | 75.8%-1.5pp | 69.6%+4.7pp |
| Annual return | 13.98% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,907 | $2,692-29.1% | $3,660-47.9% | $2,471-22.8% |
| Participant deferral / active EE | $3,696 | $3,282+12.6% | $4,370-15.4% | $3,740-1.2% |
| Admin fee / account holder | $8,182 | $4,400+85.9% | $5,945+37.6% | $5,306+54.2% |