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 | $103,339 | $78,520+31.6% | $96,576+7.0% | $82,448+25.3% |
| Participation rate | 94.3% | 77.7%+16.6pp | 81.4%+12.8pp | 68.1%+26.2pp |
| Annual return | 19.89% | 41.30%-21.4pp | 38.47%-18.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,887 | $2,630+47.8% | $3,553+9.4% | $2,551+52.4% |
| Participant deferral / active EE | $9,809 | $6,754+45.2% | $7,956+23.3% | $4,139+137.0% |
| Admin fee / account holder | $21,594 | $13,455+60.5% | $11,381+89.7% | $7,234+198.5% |