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 | $80,917 | $93,571-13.5% | $135,903-40.5% | $75,163+7.7% |
| Participation rate | 73.9% | 75.2%-1.3pp | 81.9%-8.0pp | 67.2%+6.7pp |
| Annual return | 18.84% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $4,001 | $3,537+13.1% | $4,856-17.6% | $2,670+49.9% |
| Participant deferral / active EE | $9,450 | $6,404+47.6% | $7,758+21.8% | $4,125+129.1% |
| Admin fee / account holder | $8,289 | $6,975+18.8% | $10,762-23.0% | $5,651+46.7% |