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 | $124,427 | $81,460+52.7% | $103,333+20.4% | $80,856+53.9% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.8pp | 67.6%+26.6pp |
| Annual return | 13.42% | 25.55%-12.1pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,998 | $3,105+28.7% | $3,868+3.4% | $2,755+45.1% |
| Participant deferral / active EE | $3,278 | $3,869-15.3% | $5,057-35.2% | $4,296-23.7% |
| Admin fee / account holder | $20,085 | $6,566+205.9% | $8,355+140.4% | $6,918+190.3% |