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 | $118,087 | $214,378-44.9% | $200,582-41.1% | $142,382-17.1% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 15.54% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,089 | $6,841+3.6% | $6,419+10.4% | $4,299+64.9% |
| Participant deferral / active EE | $10,068 | $9,865+2.1% | $9,331+7.9% | $6,507+54.7% |
| Admin fee / account holder | $535 | $17,692-97.0% | $16,305-96.7% | $12,624-95.8% |