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 | $127,403 | $65,041+95.9% | $90,951+40.1% | $79,858+59.5% |
| Participation rate | 71.4% | 61.6%+9.8pp | 69.0%+2.4pp | 69.6%+1.8pp |
| Annual return | 24.68% | 30.45%-5.8pp | 134.60%-109.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $4,548 | $1,247+264.7% | $2,122+114.3% | $2,471+84.1% |
| Participant deferral / active EE | $1,786 | $2,512-28.9% | $3,373-47.0% | $3,740-52.2% |
| Admin fee / account holder | $552 | $4,536-87.8% | $5,959-90.7% | $5,306-89.6% |