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 | $118,747 | $95,453+24.4% | $112,040+6.0% | $82,448+44.0% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.5%+2.1pp | 68.1%+10.5pp |
| Annual return | 14.03% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,136 | $2,318-51.0% | $2,954-61.5% | $2,551-55.5% |
| Participant deferral / active EE | $4,445 | $4,224+5.2% | $5,098-12.8% | $4,139+7.4% |
| Admin fee / account holder | $1,439 | $9,013-84.0% | $12,098-88.1% | $7,234-80.1% |