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 | $98,922 | $73,933+33.8% | $96,683+2.3% | $75,163+31.6% |
| Participation rate | 83.5% | 66.4%+17.1pp | 74.3%+9.2pp | 67.2%+16.3pp |
| Annual return | 16.20% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,655 | $2,928-9.3% | $3,737-28.9% | $2,670-0.5% |
| Participant deferral / active EE | $7,087 | $3,659+93.7% | $4,878+45.3% | $4,125+71.8% |
| Admin fee / account holder | $1,372 | $5,216-73.7% | $6,730-79.6% | $5,651-75.7% |