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 | $120,488 | $61,605+95.6% | $112,229+7.4% | $75,163+60.3% |
| Participation rate | 73.5% | 61.7%+11.8pp | 72.4%+1.1pp | 67.2%+6.3pp |
| Annual return | 21.48% | 28.47%-7.0pp | 30.20%-8.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $3,996 | $2,015+98.3% | $3,430+16.5% | $2,670+49.7% |
| Participant deferral / active EE | $4,469 | $3,108+43.8% | $4,798-6.8% | $4,125+8.3% |
| Admin fee / account holder | $4,525 | $4,862-6.9% | $7,748-41.6% | $5,651-19.9% |