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 | $119,935 | $57,590+108.3% | $86,233+39.1% | $82,448+45.5% |
| Participation rate | 93.1% | 57.9%+35.2pp | 69.0%+24.1pp | 68.1%+25.0pp |
| Annual return | 13.80% | 22.41%-8.6pp | 61.39%-47.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,289 | $1,655-22.1% | $2,504-48.5% | $2,551-49.5% |
| Participant deferral / active EE | $4,032 | $3,080+30.9% | $4,559-11.6% | $4,139-2.6% |
| Admin fee / account holder | $3,485 | $4,730-26.3% | $8,342-58.2% | $7,234-51.8% |