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 7-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 | $114,860 | $109,881+4.5% | $150,045-23.4% | $84,808+35.4% |
| Participation rate | 81.8% | 76.1%+5.7pp | 82.3%-0.5pp | 68.3%+13.5pp |
| Annual return | 20.57% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $7,938 | $3,561+122.9% | $4,693+69.1% | $2,631+201.7% |
| Participant deferral / active EE | $19,428 | $6,636+192.8% | $7,997+142.9% | $4,212+361.3% |
| Admin fee / account holder | $996 | $8,568-88.4% | $13,435-92.6% | $7,344-86.4% |