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 | $95,992 | $135,952-29.4% | $123,892-22.5% | $273,961-65.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 13.92% | 56.63%-42.7pp | 47.52%-33.6pp | 41.45%-27.5pp |
| Employer contribution / active EE | $3,319 | $5,170-35.8% | $4,617-28.1% | $4,869-31.8% |
| Participant deferral / active EE | $7,018 | $6,343+10.7% | $5,984+17.3% | $5,287+32.7% |
| Admin fee / account holder | $3,914 | $9,817-60.1% | $8,357-53.2% | $10,132-61.4% |