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 | $104,735 | $185,822-43.6% | $169,993-38.4% | $139,434-24.9% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.2pp |
| Annual return | 22.95% | 60.50%-37.6pp | 53.37%-30.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $5,693 | $7,590-25.0% | $6,785-16.1% | $4,751+19.8% |
| Participant deferral / active EE | $9,542 | $11,622-17.9% | $10,408-8.3% | $6,710+42.2% |
| Admin fee / account holder | $12,775 | $15,381-16.9% | $12,815-0.3% | $11,403+12.0% |