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 | $138,007 | $153,772-10.3% | $133,980+3.0% | $273,961-49.6% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 8.61% | 36.51%-27.9pp | 29.30%-20.7pp | 41.45%-32.8pp |
| Employer contribution / active EE | $15,224 | $6,029+152.5% | $5,211+192.1% | $4,869+212.7% |
| Participant deferral / active EE | $7,555 | $6,958+8.6% | $6,282+20.3% | $5,287+42.9% |
| Admin fee / account holder | $331 | $11,765-97.2% | $9,324-96.4% | $10,132-96.7% |