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 | $118,287 | $81,446+45.2% | $103,374+14.4% | $80,874+46.3% |
| Participation rate | 84.4% | 66.9%+17.5pp | 74.5%+9.9pp | 67.6%+16.7pp |
| Annual return | 14.91% | 25.57%-10.7pp | 24.89%-10.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,332 | $3,107-25.0% | $3,869-39.7% | $2,756-15.4% |
| Participant deferral / active EE | $5,282 | $3,870+36.5% | $5,058+4.4% | $4,297+22.9% |
| Admin fee / account holder | $4,944 | $6,715-26.4% | $8,394-41.1% | $6,935-28.7% |