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 | $100,530 | $48,364+107.9% | $71,796+40.0% | $62,891+59.8% |
| Participation rate | 78.0% | 60.6%+17.4pp | 69.1%+8.9pp | 69.3%+8.7pp |
| Annual return | 5.34% | 13.16%-7.8pp | 78.04%-72.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,848 | $1,042+77.4% | $1,924-4.0% | $2,281-19.0% |
| Participant deferral / active EE | $4,666 | $2,091+123.1% | $2,794+67.0% | $3,203+45.7% |
| Admin fee / account holder | $682 | $3,771-81.9% | $4,815-85.8% | $4,296-84.1% |