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 | $117,058 | $127,065-7.9% | $113,168+3.4% | $142,382-17.8% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 13.19% | 24.03%-10.8pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,990 | $3,442-13.1% | $2,975+0.5% | $4,299-30.5% |
| Participant deferral / active EE | $9,861 | $5,716+72.5% | $5,107+93.1% | $6,507+51.5% |
| Admin fee / account holder | $26,553 | $15,736+68.7% | $12,068+120.0% | $12,624+110.3% |