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 | $113,004 | $81,460+38.7% | $103,333+9.4% | $80,856+39.8% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 12.34% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,504 | $3,105-19.4% | $3,868-35.3% | $2,755-9.1% |
| Participant deferral / active EE | $3,975 | $3,869+2.8% | $5,057-21.4% | $4,296-7.5% |
| Admin fee / account holder | $9,270 | $6,566+41.2% | $8,355+11.0% | $6,918+34.0% |