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 | $101,084 | $81,460+24.1% | $103,333-2.2% | $80,856+25.0% |
| Participation rate | 90.3% | 66.8%+23.5pp | 74.5%+15.8pp | 67.6%+22.7pp |
| Annual return | 15.47% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,745 | $3,105-11.6% | $3,868-29.0% | $2,755-0.4% |
| Participant deferral / active EE | $5,552 | $3,869+43.5% | $5,057+9.8% | $4,296+29.2% |
| Admin fee / account holder | $1,013 | $6,566-84.6% | $8,355-87.9% | $6,918-85.4% |