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 | $83,172 | $89,355-6.9% | $141,162-41.1% | $72,985+14.0% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 22.80% | 111.85%-89.0pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,708 | $3,114+19.1% | $4,735-21.7% | $2,440+52.0% |
| Participant deferral / active EE | $9,469 | $5,418+74.8% | $6,709+41.1% | $3,607+162.5% |
| Admin fee / account holder | $6,446 | $5,958+8.2% | $10,261-37.2% | $5,124+25.8% |