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 | $103,186 | $123,793-16.6% | $177,821-42.0% | $79,858+29.2% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 21.10% | 22.82%-1.7pp | 48.32%-27.2pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,151 | $4,095-47.5% | $5,918-63.7% | $2,471-12.9% |
| Participant deferral / active EE | $4,435 | $5,956-25.5% | $7,714-42.5% | $3,740+18.6% |
| Admin fee / account holder | $6,671 | $7,243-7.9% | $12,427-46.3% | $5,306+25.7% |