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 | $95,680 | $109,881-12.9% | $150,045-36.2% | $84,808+12.8% |
| Participation rate | 81.6% | 76.1%+5.5pp | 82.3%-0.7pp | 68.3%+13.3pp |
| Annual return | 17.07% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,249 | $3,561-64.9% | $4,693-73.4% | $2,631-52.5% |
| Participant deferral / active EE | $8,784 | $6,636+32.4% | $7,997+9.8% | $4,212+108.6% |
| Admin fee / account holder | $4,372 | $8,568-49.0% | $13,435-67.5% | $7,344-40.5% |