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 | $81,118 | $84,233-3.7% | $170,442-52.4% | $70,131+15.7% |
| Participation rate | 88.0% | 70.8%+17.2pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 16.56% | 23.06%-6.5pp | 205.93%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,993 | $3,387-41.1% | $5,433-63.3% | $2,342-14.9% |
| Participant deferral / active EE | $4,186 | $3,086+35.7% | $4,939-15.3% | $3,332+25.6% |
| Admin fee / account holder | $6,273 | $5,698+10.1% | $13,880-54.8% | $4,645+35.0% |