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 | $151,085 | $60,349+150.3% | $74,183+103.7% | $62,891+140.2% |
| Participation rate | 88.5% | 72.7%+15.7pp | 76.6%+11.8pp | 69.3%+19.2pp |
| Annual return | 7.20% | 21.37%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,297 | $1,680+36.7% | $2,370-3.1% | $2,281+0.7% |
| Participant deferral / active EE | $10,845 | $2,856+279.7% | $3,550+205.5% | $3,203+238.6% |
| Admin fee / account holder | $1,245 | $4,261-70.8% | $5,586-77.7% | $4,296-71.0% |