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 | $123,669 | $91,552+35.1% | $133,956-7.7% | $79,858+54.9% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.3pp |
| Annual return | 24.70% | 61.85%-37.1pp | 45.09%-20.4pp | 31.71%-7.0pp |
| Employer contribution / active EE | $4,718 | $2,384+97.9% | $3,919+20.4% | $2,471+91.0% |
| Participant deferral / active EE | $8,078 | $3,733+116.4% | $5,048+60.0% | $3,740+116.0% |
| Admin fee / account holder | $4,464 | $6,321-29.4% | $8,927-50.0% | $5,306-15.9% |