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 | $97,496 | $77,813+25.3% | $123,544-21.1% | $64,186+51.9% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -8.05% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,286 | $3,014+9.0% | $4,628-29.0% | $2,381+38.0% |
| Participant deferral / active EE | $5,823 | $5,240+11.1% | $6,426-9.4% | $3,470+67.8% |
| Admin fee / account holder | $5,682 | $5,519+3.0% | $9,284-38.8% | $4,888+16.2% |