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 | $116,436 | $60,349+92.9% | $74,183+57.0% | $62,891+85.1% |
| Participation rate | 95.4% | 72.7%+22.7pp | 76.6%+18.8pp | 69.3%+26.1pp |
| Annual return | 6.93% | 21.37%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,718 | $1,680+121.3% | $2,370+56.9% | $2,281+63.0% |
| Participant deferral / active EE | $3,034 | $2,856+6.2% | $3,550-14.5% | $3,203-5.3% |
| Admin fee / account holder | $2,795 | $4,261-34.4% | $5,586-50.0% | $4,296-34.9% |