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 | $110,010 | $57,016+92.9% | $84,966+29.5% | $80,856+36.1% |
| Participation rate | 73.2% | 56.3%+16.8pp | 67.5%+5.7pp | 67.6%+5.5pp |
| Annual return | 13.88% | 21.66%-7.8pp | 66.38%-52.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,736 | $1,798+52.2% | $2,727+0.3% | $2,755-0.7% |
| Participant deferral / active EE | $6,136 | $3,110+97.3% | $4,519+35.8% | $4,296+42.8% |
| Admin fee / account holder | $2,721 | $4,980-45.4% | $6,149-55.7% | $6,918-60.7% |