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 | $120,463 | $179,726-33.0% | $156,263-22.9% | $142,382-15.4% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 12.99% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,847 | $5,069-63.6% | $4,333-57.4% | $4,299-57.0% |
| Participant deferral / active EE | $6,541 | $6,956-6.0% | $6,158+6.2% | $6,507+0.5% |
| Admin fee / account holder | $3,800 | $17,272-78.0% | $14,255-73.3% | $12,624-69.9% |