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 | $110,518 | $127,777-13.5% | $106,548+3.7% | $167,490-34.0% |
| Participation rate | 82.4% | 78.3%+4.1pp | 76.1%+6.2pp | 82.1%+0.2pp |
| Annual return | 9.53% | 33.87%-24.3pp | 26.80%-17.3pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,647 | $3,427-51.9% | $2,819-41.6% | $4,837-66.0% |
| Participant deferral / active EE | $4,802 | $5,087-5.6% | $4,398+9.2% | $6,341-24.3% |
| Admin fee / account holder | $2,670 | $11,228-76.2% | $7,407-64.0% | $12,309-78.3% |