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 | $83,520 | $76,552+9.1% | $123,892-32.6% | $62,891+32.8% |
| Participation rate | 77.4% | 73.0%+4.4pp | 81.4%-4.0pp | 69.3%+8.1pp |
| Annual return | 12.75% | 18.68%-5.9pp | 47.52%-34.8pp | 20.14%-7.4pp |
| Employer contribution / active EE | $3,088 | $2,883+7.1% | $4,617-33.1% | $2,281+35.4% |
| Participant deferral / active EE | $6,526 | $4,840+34.8% | $5,984+9.1% | $3,203+103.7% |
| Admin fee / account holder | $2,363 | $4,826-51.0% | $8,357-71.7% | $4,296-45.0% |