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 | $71,006 | $73,981-4.0% | $105,722-32.8% | $62,891+12.9% |
| Participation rate | 84.6% | 71.7%+12.9pp | 78.9%+5.7pp | 69.3%+15.3pp |
| Annual return | 7.13% | 17.60%-10.5pp | 12.25%-5.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,302 | $2,856+15.6% | $4,079-19.1% | $2,281+44.7% |
| Participant deferral / active EE | $7,172 | $4,038+77.6% | $5,326+34.7% | $3,203+123.9% |
| Admin fee / account holder | $11,895 | $5,976+99.0% | $8,308+43.2% | $4,296+176.9% |