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 | $95,188 | $84,233+13.0% | $170,442-44.2% | $70,131+35.7% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 20.39% | 23.06%-2.7pp | 205.93%-185.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $4,951 | $3,387+46.2% | $5,433-8.9% | $2,342+111.4% |
| Participant deferral / active EE | $8,267 | $3,086+167.9% | $4,939+67.4% | $3,332+148.1% |
| Admin fee / account holder | $3,915 | $5,698-31.3% | $13,880-71.8% | $4,645-15.7% |