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 | $195,738 | $214,378-8.7% | $200,582-2.4% | $142,382+37.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 14.35% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,140 | $6,841-24.9% | $6,419-19.9% | $4,299+19.6% |
| Participant deferral / active EE | $11,594 | $9,865+17.5% | $9,331+24.2% | $6,507+78.2% |
| Admin fee / account holder | $978 | $17,692-94.5% | $16,305-94.0% | $12,624-92.3% |