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 | $88,752 | $83,477+6.3% | $125,175-29.1% | $72,985+21.6% |
| Participation rate | 85.0% | 73.3%+11.7pp | 79.8%+5.2pp | 69.5%+15.5pp |
| Annual return | 28.40% | 25.78%+2.6pp | 43.79%-15.4pp | 81.00%-52.6pp |
| Employer contribution / active EE | $4,339 | $2,345+85.0% | $3,865+12.2% | $2,440+77.8% |
| Participant deferral / active EE | $6,905 | $3,585+92.6% | $4,937+39.9% | $3,607+91.4% |
| Admin fee / account holder | $7,177 | $5,517+30.1% | $9,702-26.0% | $5,124+40.1% |