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 | $97,478 | $80,717+20.8% | $154,803-37.0% | $84,808+14.9% |
| Participation rate | 90.2% | 66.8%+23.4pp | 78.1%+12.1pp | 68.3%+21.9pp |
| Annual return | 20.22% | 37.96%-17.7pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $3,468 | $2,761+25.6% | $4,305-19.5% | $2,631+31.8% |
| Participant deferral / active EE | $5,834 | $3,303+76.6% | $5,540+5.3% | $4,212+38.5% |
| Admin fee / account holder | $2,742 | $6,746-59.4% | $14,329-80.9% | $7,344-62.7% |