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 | $124,884 | $58,512+113.4% | $84,015+48.6% | $72,985+71.1% |
| Participation rate | 77.1% | 61.2%+15.9pp | 69.0%+8.1pp | 69.5%+7.6pp |
| Annual return | 21.68% | 28.93%-7.3pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,175 | $1,163+1.0% | $1,983-40.8% | $2,440-51.8% |
| Participant deferral / active EE | $3,070 | $2,394+28.2% | $3,239-5.2% | $3,607-14.9% |
| Admin fee / account holder | $9,953 | $4,569+117.8% | $6,101+63.1% | $5,124+94.2% |