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 | $137,246 | $153,772-10.7% | $133,980+2.4% | $273,961-49.9% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 9.53% | 36.51%-27.0pp | 29.30%-19.8pp | 41.45%-31.9pp |
| Employer contribution / active EE | $4,687 | $6,029-22.3% | $5,211-10.1% | $4,869-3.7% |
| Participant deferral / active EE | $10,866 | $6,958+56.2% | $6,282+73.0% | $5,287+105.5% |
| Admin fee / account holder | $12,059 | $11,765+2.5% | $9,324+29.3% | $10,132+19.0% |