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 | $171,203 | $127,065+34.7% | $113,168+51.3% | $142,382+20.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.54% | 24.03%-13.5pp | 24.27%-13.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,862 | $3,442-45.9% | $2,975-37.4% | $4,299-56.7% |
| Participant deferral / active EE | $5,248 | $5,716-8.2% | $5,107+2.8% | $6,507-19.4% |
| Admin fee / account holder | $11,167 | $15,736-29.0% | $12,068-7.5% | $12,624-11.5% |