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 | $155,679 | $106,749+45.8% | $145,433+7.0% | $82,448+88.8% |
| Participation rate | 78.6% | 75.6%+2.9pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 15.93% | 27.59%-11.7pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,820 | $3,444+10.9% | $4,554-16.1% | $2,551+49.8% |
| Participant deferral / active EE | $12,982 | $6,519+99.2% | $7,897+64.4% | $4,139+213.6% |
| Admin fee / account holder | $19,573 | $8,390+133.3% | $13,129+49.1% | $7,234+170.6% |