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 | $115,259 | $76,367+50.9% | $93,606+23.1% | $72,985+57.9% |
| Participation rate | 96.8% | 71.7%+25.0pp | 75.8%+20.9pp | 69.5%+27.3pp |
| Annual return | 19.19% | 25.82%-6.6pp | 32.76%-13.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,931 | $2,275-15.1% | $2,718-28.9% | $2,440-20.8% |
| Participant deferral / active EE | $3,120 | $3,538-11.8% | $4,069-23.3% | $3,607-13.5% |
| Admin fee / account holder | $2,665 | $6,838-61.0% | $7,888-66.2% | $5,124-48.0% |