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 | $154,667 | $181,894-15.0% | $156,549-1.2% | $273,961-43.5% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 4.44% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,511 | $6,248-59.8% | $5,501-54.4% | $4,869-48.4% |
| Participant deferral / active EE | $5,964 | $5,550+7.5% | $4,871+22.4% | $5,287+12.8% |
| Admin fee / account holder | $327 | $15,559-97.9% | $13,027-97.5% | $10,132-96.8% |