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 | $102,267 | $76,552+33.6% | $123,892-17.5% | $62,891+62.6% |
| Participation rate | 92.3% | 73.0%+19.3pp | 81.4%+10.9pp | 69.3%+23.0pp |
| Annual return | 8.69% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,071 | $2,883+6.6% | $4,617-33.5% | $2,281+34.7% |
| Participant deferral / active EE | $6,977 | $4,840+44.2% | $5,984+16.6% | $3,203+117.8% |
| Admin fee / account holder | $2,105 | $4,826-56.4% | $8,357-74.8% | $4,296-51.0% |