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 | $78,804 | $181,894-56.7% | $156,549-49.7% | $273,961-71.2% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 9.89% | 30.74%-20.9pp | 32.23%-22.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,936 | $6,248-53.0% | $5,501-46.6% | $4,869-39.7% |
| Participant deferral / active EE | $4,801 | $5,550-13.5% | $4,871-1.4% | $5,287-9.2% |
| Admin fee / account holder | $487 | $15,559-96.9% | $13,027-96.3% | $10,132-95.2% |