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 | $102,306 | $101,724+0.6% | $164,813-37.9% | $80,856+26.5% |
| Participation rate | 86.4% | 71.8%+14.5pp | 78.6%+7.8pp | 67.6%+18.7pp |
| Annual return | 25.84% | 16.72%+9.1pp | 69.93%-44.1pp | 35.59%-9.8pp |
| Employer contribution / active EE | $3,691 | $2,953+25.0% | $4,341-15.0% | $2,755+34.0% |
| Participant deferral / active EE | $8,921 | $4,477+99.3% | $6,031+47.9% | $4,296+107.7% |
| Admin fee / account holder | $5,872 | $8,227-28.6% | $12,690-53.7% | $6,918-15.1% |