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 | $100,459 | $108,825-7.7% | $156,181-35.7% | $82,448+21.8% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 17.69% | 20.59%-2.9pp | 64.87%-47.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $807 | $2,870-71.9% | $4,294-81.2% | $2,551-68.4% |
| Participant deferral / active EE | $6,064 | $4,577+32.5% | $6,132-1.1% | $4,139+46.5% |
| Admin fee / account holder | $7,521 | $9,341-19.5% | $14,586-48.4% | $7,234+4.0% |