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 | $106,274 | $109,881-3.3% | $150,045-29.2% | $84,808+25.3% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 24.58% | 28.25%-3.7pp | 62.55%-38.0pp | 40.90%-16.3pp |
| Employer contribution / active EE | $4,701 | $3,561+32.0% | $4,693+0.2% | $2,631+78.7% |
| Participant deferral / active EE | $12,509 | $6,636+88.5% | $7,997+56.4% | $4,212+197.0% |
| Admin fee / account holder | $8,157 | $8,568-4.8% | $13,435-39.3% | $7,344+11.1% |