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 | $92,110 | $109,413-15.8% | $156,263-41.1% | $84,808+8.6% |
| Participation rate | 97.6% | 72.7%+24.9pp | 78.9%+18.7pp | 68.3%+29.3pp |
| Annual return | 14.73% | 20.18%-5.5pp | 59.47%-44.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,161 | $2,907+8.7% | $4,333-27.0% | $2,631+20.1% |
| Participant deferral / active EE | $5,136 | $4,590+11.9% | $6,158-16.6% | $4,212+21.9% |
| Admin fee / account holder | $15,987 | $9,357+70.9% | $14,255+12.2% | $7,344+117.7% |