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 | $91,852 | $165,335-44.4% | $149,696-38.6% | $158,922-42.2% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 27.02% | 348.15%-321.1pp | 276.60%-249.6pp | 302.83%-275.8pp |
| Employer contribution / active EE | $6,548 | $5,103+28.3% | $4,644+41.0% | $4,761+37.5% |
| Participant deferral / active EE | $5,292 | $7,181-26.3% | $6,842-22.7% | $5,982-11.5% |
| Admin fee / account holder | $2,936 | $10,807-72.8% | $9,309-68.5% | $11,246-73.9% |