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 | $92,352 | $109,881-16.0% | $150,045-38.5% | $84,808+8.9% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 19.07% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $6,553 | $3,561+84.0% | $4,693+39.6% | $2,631+149.1% |
| Participant deferral / active EE | $10,583 | $6,636+59.5% | $7,997+32.3% | $4,212+151.3% |
| Admin fee / account holder | $11,902 | $8,568+38.9% | $13,435-11.4% | $7,344+62.1% |