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 | $104,237 | $60,892+71.2% | $82,389+26.5% | $84,808+22.9% |
| Participation rate | 88.0% | 63.3%+24.7pp | 69.5%+18.5pp | 68.3%+19.7pp |
| Annual return | 15.34% | 37.29%-22.0pp | 28.67%-13.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,173 | $1,779+78.3% | $2,517+26.1% | $2,631+20.6% |
| Participant deferral / active EE | $7,145 | $3,179+124.8% | $4,155+72.0% | $4,212+69.7% |
| Admin fee / account holder | $1,802 | $5,467-67.0% | $7,231-75.1% | $7,344-75.5% |