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 | $56,816 | $89,753-36.7% | $107,525-47.2% | $84,808-33.0% |
| Participation rate | 83.6% | 68.1%+15.5pp | 75.1%+8.5pp | 68.3%+15.3pp |
| Annual return | 20.98% | 29.48%-8.5pp | 181.32%-160.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $3,702 | $3,113+18.9% | $3,754-1.4% | $2,631+40.7% |
| Participant deferral / active EE | $7,402 | $4,056+82.5% | $5,116+44.7% | $4,212+75.8% |
| Admin fee / account holder | $9,719 | $7,222+34.6% | $8,919+9.0% | $7,344+32.3% |