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 | $110,509 | $86,929+27.1% | $102,423+7.9% | $80,856+36.7% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+30.0pp |
| Annual return | 13.48% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,017 | $2,369+111.8% | $3,023+66.0% | $2,755+82.1% |
| Participant deferral / active EE | $4,182 | $4,118+1.5% | $5,053-17.2% | $4,296-2.7% |
| Admin fee / account holder | $1,225 | $8,049-84.8% | $9,451-87.0% | $6,918-82.3% |