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 4-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 | $80,889 | $80,673+0.3% | $101,326-20.2% | $84,808-4.6% |
| Participation rate | 85.3% | 77.8%+7.6pp | 81.5%+3.8pp | 68.3%+17.0pp |
| Annual return | 18.29% | 38.95%-20.7pp | 36.82%-18.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,675 | $2,698+73.3% | $3,665+27.6% | $2,631+77.7% |
| Participant deferral / active EE | $10,798 | $6,840+57.9% | $7,994+35.1% | $4,212+156.4% |
| Admin fee / account holder | $5,377 | $12,784-57.9% | $11,185-51.9% | $7,344-26.8% |