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 | $82,614 | $176,812-53.3% | $146,665-43.7% | $167,490-50.7% |
| Participation rate | 78.6% | 83.6%-5.0pp | 80.1%-1.5pp | 82.1%-3.5pp |
| Annual return | 18.15% | 24.03%-5.9pp | 22.74%-4.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $5,132 | $5,160-0.5% | $4,136+24.1% | $4,837+6.1% |
| Participant deferral / active EE | $7,297 | $6,440+13.3% | $5,506+32.5% | $6,341+15.1% |
| Admin fee / account holder | $23,931 | $13,259+80.5% | $10,280+132.8% | $12,309+94.4% |