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 | $114,873 | $88,672+29.5% | $105,223+9.2% | $82,448+39.3% |
| Participation rate | 80.9% | 67.9%+13.0pp | 75.0%+5.8pp | 68.1%+12.8pp |
| Annual return | 15.19% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,394 | $3,048+11.4% | $3,689-8.0% | $2,551+33.1% |
| Participant deferral / active EE | $7,696 | $4,036+90.7% | $5,072+51.7% | $4,139+85.9% |
| Admin fee / account holder | $7,045 | $7,146-1.4% | $8,859-20.5% | $7,234-2.6% |