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 | $109,997 | $109,413+0.5% | $156,263-29.6% | $84,808+29.7% |
| Participation rate | 76.9% | 72.7%+4.2pp | 78.9%-2.0pp | 68.3%+8.6pp |
| Annual return | 19.12% | 20.18%-1.1pp | 59.47%-40.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,591 | $2,907-10.9% | $4,333-40.2% | $2,631-1.5% |
| Participant deferral / active EE | $5,298 | $4,590+15.4% | $6,158-14.0% | $4,212+25.8% |
| Admin fee / account holder | $5,249 | $9,357-43.9% | $14,255-63.2% | $7,344-28.5% |