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 | $118,690 | $153,772-22.8% | $133,980-11.4% | $273,961-56.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 9.55% | 36.51%-27.0pp | 29.30%-19.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,924 | $6,029-51.5% | $5,211-43.9% | $4,869-39.9% |
| Participant deferral / active EE | $6,289 | $6,958-9.6% | $6,282+0.1% | $5,287+18.9% |
| Admin fee / account holder | $1,866 | $11,765-84.1% | $9,324-80.0% | $10,132-81.6% |