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 4-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 | $101,466 | $100,970+0.5% | $96,576+5.1% | $137,256-26.1% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 18.71% | 38.16%-19.4pp | 38.47%-19.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,873 | $3,809+54.2% | $3,553+65.3% | $4,156+41.3% |
| Participant deferral / active EE | $13,888 | $8,286+67.6% | $7,956+74.5% | $6,407+116.8% |
| Admin fee / account holder | $1,275 | $11,312-88.7% | $11,381-88.8% | $12,270-89.6% |