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 | $102,174 | $91,552+11.6% | $133,956-23.7% | $79,858+27.9% |
| Participation rate | 76.7% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.0pp |
| Annual return | 15.46% | 61.85%-46.4pp | 45.09%-29.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,472 | $2,384-38.2% | $3,919-62.4% | $2,471-40.4% |
| Participant deferral / active EE | $2,811 | $3,733-24.7% | $5,048-44.3% | $3,740-24.8% |
| Admin fee / account holder | $2,360 | $6,321-62.7% | $8,927-73.6% | $5,306-55.5% |