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 | $166,248 | $135,952+22.3% | $123,892+34.2% | $273,961-39.3% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 4.62% | 56.63%-52.0pp | 47.52%-42.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $4,986 | $5,170-3.5% | $4,617+8.0% | $4,869+2.4% |
| Participant deferral / active EE | $16,867 | $6,343+165.9% | $5,984+181.9% | $5,287+219.0% |
| Admin fee / account holder | $35,466 | $9,817+261.3% | $8,357+324.4% | $10,132+250.0% |