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 | $111,598 | $89,753+24.3% | $107,525+3.8% | $84,808+31.6% |
| Participation rate | 75.6% | 68.1%+7.5pp | 75.1%+0.5pp | 68.3%+7.3pp |
| Annual return | 15.32% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,519 | $3,113+13.0% | $3,754-6.2% | $2,631+33.8% |
| Participant deferral / active EE | $7,129 | $4,056+75.7% | $5,116+39.3% | $4,212+69.3% |
| Admin fee / account holder | $3,300 | $7,222-54.3% | $8,919-63.0% | $7,344-55.1% |