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 | $126,429 | $74,927+68.7% | $101,794+24.2% | $84,808+49.1% |
| Participation rate | 82.1% | 61.4%+20.7pp | 69.2%+13.0pp | 68.3%+13.8pp |
| Annual return | 21.64% | 18.70%+2.9pp | 30.53%-8.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,623 | $1,522+6.7% | $2,289-29.1% | $2,631-38.3% |
| Participant deferral / active EE | $5,449 | $3,099+75.8% | $4,084+33.4% | $4,212+29.4% |
| Admin fee / account holder | $342 | $6,514-94.8% | $8,777-96.1% | $7,344-95.3% |