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 | $102,782 | $71,516+43.7% | $98,439+4.4% | $71,457+43.8% |
| Participation rate | 79.8% | 72.7%+7.1pp | 75.2%+4.6pp | 67.9%+11.8pp |
| Annual return | 57.92% | 32.41%+25.5pp | 21.16%+36.8pp | 28.85%+29.1pp |
| Employer contribution / active EE | $2,220 | $2,399-7.5% | $3,048-27.2% | $2,588-14.2% |
| Participant deferral / active EE | $3,682 | $4,109-10.4% | $4,738-22.3% | $4,289-14.1% |
| Admin fee / account holder | $11,761 | $1,675+602.2% | $8,948+31.4% | $1,587+640.9% |