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 | $94,343 | $78,705+19.9% | $117,854-19.9% | $70,131+34.5% |
| Participation rate | 81.3% | 73.2%+8.1pp | 79.7%+1.6pp | 69.5%+11.7pp |
| Annual return | 15.14% | 23.30%-8.2pp | 335.08%-319.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,751 | $2,223-21.2% | $3,786-53.7% | $2,342-25.2% |
| Participant deferral / active EE | $3,686 | $3,297+11.8% | $4,482-17.8% | $3,332+10.6% |
| Admin fee / account holder | $3,546 | $5,065-30.0% | $8,020-55.8% | $4,645-23.7% |