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 | $100,029 | $57,828+73.0% | $117,039-14.5% | $70,131+42.6% |
| Participation rate | 82.4% | 67.1%+15.2pp | 77.2%+5.2pp | 69.5%+12.8pp |
| Annual return | 16.22% | 17.55%-1.3pp | 18.95%-2.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,599 | $1,816-12.0% | $3,785-57.8% | $2,342-31.8% |
| Participant deferral / active EE | $4,907 | $2,438+101.3% | $3,929+24.9% | $3,332+47.3% |
| Admin fee / account holder | $1,092 | $3,548-69.2% | $5,974-81.7% | $4,645-76.5% |