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 | $56,643 | $214,378-73.6% | $200,582-71.8% | $142,382-60.2% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 11.99% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,377 | $6,841-6.8% | $6,419-0.7% | $4,299+48.3% |
| Participant deferral / active EE | $3,822 | $9,865-61.3% | $9,331-59.0% | $6,507-41.3% |
| Admin fee / account holder | $15,297 | $17,692-13.5% | $16,305-6.2% | $12,624+21.2% |