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 8-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 | $140,405 | $162,781-13.7% | $133,956+4.8% | $158,922-11.7% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 15.46% | 41.94%-26.5pp | 45.09%-29.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,537 | $4,975-69.1% | $3,919-60.8% | $4,761-67.7% |
| Participant deferral / active EE | $4,793 | $5,911-18.9% | $5,048-5.0% | $5,982-19.9% |
| Admin fee / account holder | $900 | $11,736-92.3% | $8,927-89.9% | $11,246-92.0% |