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 | $94,026 | $95,803-1.9% | $113,168-16.9% | $84,808+10.9% |
| Participation rate | 78.4% | 72.9%+5.5pp | 76.6%+1.8pp | 68.3%+10.1pp |
| Annual return | 20.55% | 25.00%-4.5pp | 24.27%-3.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,620 | $2,360+11.0% | $2,975-11.9% | $2,631-0.4% |
| Participant deferral / active EE | $6,546 | $4,242+54.3% | $5,107+28.2% | $4,212+55.4% |
| Admin fee / account holder | $11,061 | $8,989+23.0% | $12,068-8.3% | $7,344+50.6% |