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 | $144,631 | $181,894-20.5% | $156,549-7.6% | $273,961-47.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 6.36% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,726 | $6,248-72.4% | $5,501-68.6% | $4,869-64.6% |
| Participant deferral / active EE | $5,316 | $5,550-4.2% | $4,871+9.1% | $5,287+0.5% |
| Admin fee / account holder | $2,577 | $15,559-83.4% | $13,027-80.2% | $10,132-74.6% |