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 | $88,299 | $72,277+22.2% | $101,248-12.8% | $79,858+10.6% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | 12.64% | 22.30%-9.7pp | 46.47%-33.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,762 | $2,692+39.8% | $3,660+2.8% | $2,471+52.3% |
| Participant deferral / active EE | $6,640 | $3,282+102.4% | $4,370+52.0% | $3,740+77.6% |
| Admin fee / account holder | $11,465 | $4,400+160.5% | $5,945+92.8% | $5,306+116.1% |