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 | $132,138 | $228,332-42.1% | $185,823-28.9% | $158,922-16.9% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 10.67% | 40.80%-30.1pp | 35.95%-25.3pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,972 | $4,967-60.3% | $4,087-51.7% | $4,761-58.6% |
| Participant deferral / active EE | $5,283 | $6,415-17.6% | $5,632-6.2% | $5,982-11.7% |
| Admin fee / account holder | $9,952 | $11,864-16.1% | $9,500+4.8% | $11,246-11.5% |