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 | $80,997 | $57,016+42.1% | $84,966-4.7% | $80,856+0.2% |
| Participation rate | 79.1% | 56.3%+22.7pp | 67.5%+11.6pp | 67.6%+11.4pp |
| Annual return | 12.30% | 21.66%-9.4pp | 66.38%-54.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,307 | $1,798+28.4% | $2,727-15.4% | $2,755-16.2% |
| Participant deferral / active EE | $5,210 | $3,110+67.5% | $4,519+15.3% | $4,296+21.3% |
| Admin fee / account holder | $15,954 | $4,980+220.3% | $6,149+159.5% | $6,918+130.6% |