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 | $130,597 | $72,012+81.4% | $185,823-29.7% | $79,858+63.5% |
| Participation rate | 86.8% | 65.8%+21.1pp | 78.0%+8.8pp | 69.6%+17.2pp |
| Annual return | 19.14% | 23.12%-4.0pp | 35.95%-16.8pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,341 | $1,965+19.2% | $4,087-42.7% | $2,471-5.2% |
| Participant deferral / active EE | $4,857 | $3,779+28.5% | $5,632-13.8% | $3,740+29.9% |
| Admin fee / account holder | $2,571 | $4,513-43.0% | $9,500-72.9% | $5,306-51.5% |