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 | $76,604 | $109,881-30.3% | $150,045-48.9% | $84,808-9.7% |
| Participation rate | 79.1% | 76.1%+3.0pp | 82.3%-3.3pp | 68.3%+10.8pp |
| Annual return | 15.87% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,109 | $3,561-40.8% | $4,693-55.1% | $2,631-19.9% |
| Participant deferral / active EE | $5,382 | $6,636-18.9% | $7,997-32.7% | $4,212+27.8% |
| Admin fee / account holder | $11,872 | $8,568+38.6% | $13,435-11.6% | $7,344+61.7% |