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 | $135,043 | $90,503+49.2% | $78,689+71.6% | $273,961-50.7% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 10.06% | 75.60%-65.5pp | 62.18%-52.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,288 | $3,176-59.4% | $2,851-54.8% | $4,869-73.5% |
| Participant deferral / active EE | $2,083 | $3,901-46.6% | $3,517-40.8% | $5,287-60.6% |
| Admin fee / account holder | $670 | $5,263-87.3% | $4,510-85.2% | $10,132-93.4% |