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 | $164,317 | $179,726-8.6% | $156,263+5.2% | $142,382+15.4% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 19.00% | 77.86%-58.9pp | 59.47%-40.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,995 | $5,069-40.9% | $4,333-30.9% | $4,299-30.3% |
| Participant deferral / active EE | $11,973 | $6,956+72.1% | $6,158+94.4% | $6,507+84.0% |
| Admin fee / account holder | $3,109 | $17,272-82.0% | $14,255-78.2% | $12,624-75.4% |