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 | $81,606 | $99,985-18.4% | $146,665-44.4% | $85,850-4.9% |
| Participation rate | 80.0% | 73.1%+6.9pp | 80.1%-0.1pp | 69.3%+10.7pp |
| Annual return | 12.96% | 18.93%-6.0pp | 22.74%-9.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $7,376 | $2,559+188.3% | $4,136+78.3% | $2,565+187.5% |
| Participant deferral / active EE | $3,270 | $4,006-18.4% | $5,506-40.6% | $3,952-17.2% |
| Admin fee / account holder | $803 | $7,702-89.6% | $10,280-92.2% | $6,260-87.2% |