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 | $84,023 | $98,750-14.9% | $149,696-43.9% | $79,858+5.2% |
| Participation rate | 78.9% | 75.8%+3.2pp | 82.5%-3.5pp | 69.6%+9.3pp |
| Annual return | 18.51% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,798 | $3,216-44.1% | $4,644-61.3% | $2,471-27.2% |
| Participant deferral / active EE | $5,984 | $5,680+5.4% | $6,842-12.5% | $3,740+60.0% |
| Admin fee / account holder | $8,957 | $6,053+48.0% | $9,309-3.8% | $5,306+68.8% |