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 8-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 | $171,188 | $209,336-18.2% | $197,124-13.2% | $137,256+24.7% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 19.37% | 48.09%-28.7pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $5,945 | $6,591-9.8% | $6,227-4.5% | $4,156+43.0% |
| Participant deferral / active EE | $15,078 | $9,614+56.8% | $9,135+65.1% | $6,407+135.3% |
| Admin fee / account holder | $12,159 | $17,308-29.7% | $16,298-25.4% | $12,270-0.9% |