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 | $119,155 | $67,606+76.2% | $82,313+44.8% | $70,131+69.9% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 18.55% | 21.57%-3.0pp | 25.88%-7.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $750 | $1,755-57.2% | $2,428-69.1% | $2,342-68.0% |
| Participant deferral / active EE | $4,210 | $2,987+41.0% | $3,706+13.6% | $3,332+26.4% |
| Admin fee / account holder | $2,375 | $4,512-47.4% | $5,608-57.6% | $4,645-48.9% |