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 | $111,992 | $111,754+0.2% | $103,333+8.4% | $145,922-23.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 22.80% | 24.77%-2.0pp | 24.88%-2.1pp | 561.29%-538.5pp |
| Employer contribution / active EE | $2,963 | $4,212-29.7% | $3,868-23.4% | $4,660-36.4% |
| Participant deferral / active EE | $4,540 | $5,619-19.2% | $5,057-10.2% | $6,688-32.1% |
| Admin fee / account holder | $4,858 | $9,750-50.2% | $8,355-41.8% | $13,397-63.7% |