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 | $107,018 | $214,378-50.1% | $200,582-46.6% | $142,382-24.8% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 26.02% | 46.41%-20.4pp | 42.33%-16.3pp | 217.08%-191.1pp |
| Employer contribution / active EE | $2,274 | $6,841-66.8% | $6,419-64.6% | $4,299-47.1% |
| Participant deferral / active EE | $5,520 | $9,865-44.0% | $9,331-40.8% | $6,507-15.2% |
| Admin fee / account holder | $545 | $17,692-96.9% | $16,305-96.7% | $12,624-95.7% |