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 | $101,054 | $76,552+32.0% | $123,892-18.4% | $62,891+60.7% |
| Participation rate | 70.3% | 73.0%-2.7pp | 81.4%-11.1pp | 69.3%+1.0pp |
| Annual return | 8.09% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $897 | $2,883-68.9% | $4,617-80.6% | $2,281-60.7% |
| Participant deferral / active EE | $4,497 | $4,840-7.1% | $5,984-24.9% | $3,203+40.4% |
| Admin fee / account holder | $1,300 | $4,826-73.1% | $8,357-84.4% | $4,296-69.7% |