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 | $91,007 | $95,803-5.0% | $113,168-19.6% | $84,808+7.3% |
| Participation rate | 82.0% | 72.9%+9.1pp | 76.6%+5.4pp | 68.3%+13.7pp |
| Annual return | 14.27% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $943 | $2,360-60.0% | $2,975-68.3% | $2,631-64.2% |
| Participant deferral / active EE | $4,354 | $4,242+2.6% | $5,107-14.7% | $4,212+3.4% |
| Admin fee / account holder | $6,738 | $8,989-25.0% | $12,068-44.2% | $7,344-8.2% |