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 9-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 | $121,640 | $72,277+68.3% | $101,248+20.1% | $79,858+52.3% |
| Participation rate | 81.6% | 68.5%+13.1pp | 75.8%+5.8pp | 69.6%+11.9pp |
| Annual return | 15.35% | 22.30%-7.0pp | 46.47%-31.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,701 | $2,692-36.8% | $3,660-53.5% | $2,471-31.2% |
| Participant deferral / active EE | $2,158 | $3,282-34.2% | $4,370-50.6% | $3,740-42.3% |
| Admin fee / account holder | $600 | $4,400-86.4% | $5,945-89.9% | $5,306-88.7% |