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 | $110,962 | $83,477+32.9% | $125,175-11.4% | $72,985+52.0% |
| Participation rate | 88.1% | 73.3%+14.8pp | 79.8%+8.3pp | 69.5%+18.6pp |
| Annual return | 25.72% | 25.78%-0.1pp | 43.79%-18.1pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,402 | $2,345+2.4% | $3,865-37.9% | $2,440-1.5% |
| Participant deferral / active EE | $4,575 | $3,585+27.6% | $4,937-7.3% | $3,607+26.8% |
| Admin fee / account holder | $3,689 | $5,517-33.1% | $9,702-62.0% | $5,124-28.0% |