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 | $153,425 | $114,381+34.1% | $107,525+42.7% | $142,382+7.8% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 15.72% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,854 | $4,015-4.0% | $3,754+2.7% | $4,299-10.3% |
| Participant deferral / active EE | $8,321 | $5,564+49.5% | $5,116+62.7% | $6,507+27.9% |
| Admin fee / account holder | $1,006 | $9,860-89.8% | $8,919-88.7% | $12,624-92.0% |