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 | $77,273 | $77,503-0.3% | $100,391-23.0% | $80,856-4.4% |
| Participation rate | 78.0% | 76.9%+1.1pp | 81.5%-3.5pp | 67.6%+10.4pp |
| Annual return | 42.28% | 37.20%+5.1pp | 49.20%-6.9pp | 35.59%+6.7pp |
| Employer contribution / active EE | $7,850 | $2,801+180.3% | $3,942+99.2% | $2,755+185.0% |
| Participant deferral / active EE | $12,879 | $6,820+88.8% | $8,082+59.4% | $4,296+199.8% |
| Admin fee / account holder | $6,122 | $5,897+3.8% | $7,899-22.5% | $6,918-11.5% |