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 | $96,386 | $209,336-54.0% | $197,124-51.1% | $137,256-29.8% |
| Participation rate | 90.5% | 87.3%+3.2pp | 86.7%+3.8pp | 80.0%+10.5pp |
| Annual return | 15.02% | 48.09%-33.1pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,972 | $6,591-54.9% | $6,227-52.3% | $4,156-28.5% |
| Participant deferral / active EE | $9,042 | $9,614-5.9% | $9,135-1.0% | $6,407+41.1% |
| Admin fee / account holder | $757 | $17,308-95.6% | $16,298-95.4% | $12,270-93.8% |