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 | $81,385 | $74,927+8.6% | $101,794-20.0% | $84,808-4.0% |
| Participation rate | 91.1% | 61.4%+29.7pp | 69.2%+21.9pp | 68.3%+22.8pp |
| Annual return | 19.67% | 18.70%+1.0pp | 30.53%-10.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,333 | $1,522-12.4% | $2,289-41.8% | $2,631-49.3% |
| Participant deferral / active EE | $4,393 | $3,099+41.8% | $4,084+7.6% | $4,212+4.3% |
| Admin fee / account holder | $2,821 | $6,514-56.7% | $8,777-67.9% | $7,344-61.6% |