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 | $173,269 | $228,332-24.1% | $185,823-6.8% | $158,922+9.0% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 13.70% | 40.80%-27.1pp | 35.95%-22.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $675 | $4,967-86.4% | $4,087-83.5% | $4,761-85.8% |
| Participant deferral / active EE | $8,699 | $6,415+35.6% | $5,632+54.5% | $5,982+45.4% |
| Admin fee / account holder | $1,065 | $11,864-91.0% | $9,500-88.8% | $11,246-90.5% |