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 | $92,429 | $78,422+17.9% | $95,952-3.7% | $79,858+15.7% |
| Participation rate | 76.6% | 73.5%+3.1pp | 77.1%-0.5pp | 69.6%+7.0pp |
| Annual return | 18.96% | 19.37%-0.4pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,716 | $1,945-11.8% | $2,541-32.5% | $2,471-30.6% |
| Participant deferral / active EE | $3,509 | $3,440+2.0% | $4,167-15.8% | $3,740-6.2% |
| Admin fee / account holder | $6,197 | $5,622+10.2% | $6,795-8.8% | $5,306+16.8% |