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 | $80,673+28.1% | $101,326+2.0% | $84,808+21.9% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 19.89% | 38.95%-19.1pp | 36.82%-16.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,887 | $2,698+44.1% | $3,665+6.0% | $2,631+47.7% |
| Participant deferral / active EE | $9,809 | $6,840+43.4% | $7,994+22.7% | $4,212+132.9% |
| Admin fee / account holder | $21,594 | $12,784+68.9% | $11,185+93.1% | $7,344+194.0% |