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 | $94,764 | $101,724-6.8% | $164,813-42.5% | $80,856+17.2% |
| Participation rate | 88.3% | 71.8%+16.5pp | 78.6%+9.7pp | 67.6%+20.7pp |
| Annual return | 31.74% | 16.72%+15.0pp | 69.93%-38.2pp | 35.59%-3.9pp |
| Employer contribution / active EE | $1,950 | $2,953-34.0% | $4,341-55.1% | $2,755-29.2% |
| Participant deferral / active EE | $7,048 | $4,477+57.4% | $6,031+16.9% | $4,296+64.1% |
| Admin fee / account holder | $4,015 | $8,227-51.2% | $12,690-68.4% | $6,918-42.0% |