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 5-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 | $133,226 | $101,724+31.0% | $164,813-19.2% | $80,856+64.8% |
| Participation rate | 71.4% | 71.8%-0.4pp | 78.6%-7.2pp | 67.6%+3.8pp |
| Annual return | 15.39% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,492 | $2,953-49.5% | $4,341-65.6% | $2,755-45.9% |
| Participant deferral / active EE | $6,734 | $4,477+50.4% | $6,031+11.6% | $4,296+56.8% |
| Admin fee / account holder | $4,047 | $8,227-50.8% | $12,690-68.1% | $6,918-41.5% |