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 | $89,909 | $79,944+12.5% | $98,439-8.7% | $75,163+19.6% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.2%+4.8pp | 67.2%+12.8pp |
| Annual return | 14.23% | 19.75%-5.5pp | 21.16%-6.9pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,764 | $2,264-22.1% | $3,048-42.1% | $2,670-33.9% |
| Participant deferral / active EE | $5,486 | $3,752+46.2% | $4,738+15.8% | $4,125+33.0% |
| Admin fee / account holder | $18,933 | $6,840+176.8% | $8,948+111.6% | $5,651+235.0% |