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 | $107,477 | $109,413-1.8% | $156,263-31.2% | $84,808+26.7% |
| Participation rate | 89.7% | 72.7%+17.1pp | 78.9%+10.8pp | 68.3%+21.4pp |
| Annual return | 23.55% | 20.18%+3.4pp | 59.47%-35.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $2,283 | $2,907-21.5% | $4,333-47.3% | $2,631-13.2% |
| Participant deferral / active EE | $9,536 | $4,590+107.8% | $6,158+54.9% | $4,212+126.4% |
| Admin fee / account holder | $38,018 | $9,357+306.3% | $14,255+166.7% | $7,344+417.7% |