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 | $112,133 | $109,413+2.5% | $156,263-28.2% | $84,808+32.2% |
| Participation rate | 72.4% | 72.7%-0.3pp | 78.9%-6.5pp | 68.3%+4.1pp |
| Annual return | 14.68% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,689 | $2,907-7.5% | $4,333-38.0% | $2,631+2.2% |
| Participant deferral / active EE | $6,852 | $4,590+49.3% | $6,158+11.3% | $4,212+62.7% |
| Admin fee / account holder | $28,516 | $9,357+204.8% | $14,255+100.0% | $7,344+288.3% |