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 | $80,733 | $109,413-26.2% | $156,263-48.3% | $84,808-4.8% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 20.99% | 20.18%+0.8pp | 59.47%-38.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $7,083 | $2,907+143.7% | $4,333+63.5% | $2,631+169.2% |
| Participant deferral / active EE | $3,155 | $4,590-31.3% | $6,158-48.8% | $4,212-25.1% |
| Admin fee / account holder | $1,126 | $9,357-88.0% | $14,255-92.1% | $7,344-84.7% |