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 | $129,588 | $74,927+73.0% | $101,794+27.3% | $84,808+52.8% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.2%+25.1pp | 68.3%+26.0pp |
| Annual return | 17.45% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $11,425 | $1,522+650.7% | $2,289+399.1% | $2,631+334.2% |
| Participant deferral / active EE | $6,185 | $3,099+99.6% | $4,084+51.4% | $4,212+46.8% |
| Admin fee / account holder | $1,147 | $6,514-82.4% | $8,777-86.9% | $7,344-84.4% |