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 | $166,930 | $76,367+118.6% | $93,606+78.3% | $72,985+128.7% |
| Participation rate | 92.9% | 71.7%+21.1pp | 75.8%+17.0pp | 69.5%+23.4pp |
| Annual return | 21.64% | 25.82%-4.2pp | 32.76%-11.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,151 | $2,275+38.5% | $2,718+15.9% | $2,440+29.1% |
| Participant deferral / active EE | $4,173 | $3,538+18.0% | $4,069+2.6% | $3,607+15.7% |
| Admin fee / account holder | $7,750 | $6,838+13.3% | $7,888-1.8% | $5,124+51.2% |