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 | $96,212 | $74,927+28.4% | $101,794-5.5% | $84,808+13.4% |
| Participation rate | 89.7% | 61.4%+28.3pp | 69.2%+20.5pp | 68.3%+21.3pp |
| Annual return | 16.68% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,441 | $1,522-5.3% | $2,289-37.1% | $2,631-45.2% |
| Participant deferral / active EE | $6,054 | $3,099+95.4% | $4,084+48.2% | $4,212+43.8% |
| Admin fee / account holder | $10,089 | $6,514+54.9% | $8,777+14.9% | $7,344+37.4% |