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 | $100,471 | $78,926+27.3% | $136,749-26.5% | $84,808+18.5% |
| Participation rate | 80.5% | 62.2%+18.3pp | 72.1%+8.3pp | 68.3%+12.2pp |
| Annual return | 18.80% | 18.17%+0.6pp | 24.33%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,173 | $2,134+1.8% | $3,400-36.1% | $2,631-17.4% |
| Participant deferral / active EE | $4,330 | $3,168+36.7% | $4,692-7.7% | $4,212+2.8% |
| Admin fee / account holder | $11,427 | $6,369+79.4% | $11,386+0.4% | $7,344+55.6% |