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 | $124,494 | $105,630+17.9% | $87,507+42.3% | $273,961-54.6% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 5.78% | 12.25%-6.5pp | 12.21%-6.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,497 | $3,141+11.3% | $2,550+37.1% | $4,869-28.2% |
| Participant deferral / active EE | $10,008 | $3,601+177.9% | $3,149+217.8% | $5,287+89.3% |
| Admin fee / account holder | $15,788 | $4,781+230.2% | $4,221+274.1% | $10,132+55.8% |