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 | $106,969 | $49,227+117.3% | $70,449+51.8% | $79,858+33.9% |
| Participation rate | 72.2% | 69.2%+3.1pp | 75.1%-2.8pp | 69.6%+2.6pp |
| Annual return | 21.66% | 30.06%-8.4pp | 109.03%-87.4pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,095 | $2,099-0.2% | $2,737-23.5% | $2,471-15.2% |
| Participant deferral / active EE | $6,448 | $2,768+133.0% | $3,709+73.9% | $3,740+72.4% |
| Admin fee / account holder | $4,166 | $2,878+44.8% | $3,845+8.3% | $5,306-21.5% |