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 | $115,668 | $89,753+28.9% | $107,525+7.6% | $84,808+36.4% |
| Participation rate | 83.7% | 68.1%+15.7pp | 75.1%+8.6pp | 68.3%+15.4pp |
| Annual return | 15.96% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,402 | $3,113+9.3% | $3,754-9.4% | $2,631+29.3% |
| Participant deferral / active EE | $7,708 | $4,056+90.0% | $5,116+50.7% | $4,212+83.0% |
| Admin fee / account holder | $4,988 | $7,222-30.9% | $8,919-44.1% | $7,344-32.1% |