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 | $121,622 | $163,101-25.4% | $136,749-11.1% | $142,382-14.6% |
| Participation rate | 92.9% | 78.2%+14.6pp | 72.1%+20.7pp | 80.1%+12.7pp |
| Annual return | 11.74% | 27.54%-15.8pp | 24.33%-12.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,754 | $4,117+15.5% | $3,400+39.9% | $4,299+10.6% |
| Participant deferral / active EE | $5,824 | $5,585+4.3% | $4,692+24.1% | $6,507-10.5% |
| Admin fee / account holder | $3,801 | $14,318-73.5% | $11,386-66.6% | $12,624-69.9% |