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 | $107,849 | $115,882-6.9% | $100,516+7.3% | $158,922-32.1% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 24.37% | 34.79%-10.4pp | 30.89%-6.5pp | 302.83%-278.5pp |
| Employer contribution / active EE | $3,591 | $4,103-12.5% | $3,418+5.1% | $4,761-24.6% |
| Participant deferral / active EE | $8,930 | $6,674+33.8% | $6,270+42.4% | $5,982+49.3% |
| Admin fee / account holder | $560 | $10,995-94.9% | $8,081-93.1% | $11,246-95.0% |