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 | $103,183 | $76,552+34.8% | $123,892-16.7% | $62,891+64.1% |
| Participation rate | 72.7% | 73.0%-0.3pp | 81.4%-8.7pp | 69.3%+3.4pp |
| Annual return | 10.56% | 18.68%-8.1pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $8,104 | $2,883+181.2% | $4,617+75.5% | $2,281+255.3% |
| Participant deferral / active EE | $5,151 | $4,840+6.4% | $5,984-13.9% | $3,203+60.8% |
| Admin fee / account holder | $4,216 | $4,826-12.6% | $8,357-49.6% | $4,296-1.9% |