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 | $124,322 | $153,772-19.2% | $133,980-7.2% | $273,961-54.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.64% | 36.51%-22.9pp | 29.30%-15.7pp | 41.45%-27.8pp |
| Employer contribution / active EE | $3,886 | $6,029-35.5% | $5,211-25.4% | $4,869-20.2% |
| Participant deferral / active EE | $8,373 | $6,958+20.3% | $6,282+33.3% | $5,287+58.4% |
| Admin fee / account holder | $21,319 | $11,765+81.2% | $9,324+128.6% | $10,132+110.4% |