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 | $144,833 | $86,929+66.6% | $102,423+41.4% | $80,856+79.1% |
| Participation rate | 95.3% | 72.4%+22.9pp | 76.5%+18.8pp | 67.6%+27.7pp |
| Annual return | 13.67% | 18.88%-5.2pp | 29.32%-15.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,505 | $2,369+47.9% | $3,023+15.9% | $2,755+27.2% |
| Participant deferral / active EE | $9,476 | $4,118+130.1% | $5,053+87.5% | $4,296+120.6% |
| Admin fee / account holder | $21,388 | $8,049+165.7% | $9,451+126.3% | $6,918+209.2% |