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 | $134,222 | $176,812-24.1% | $146,665-8.5% | $167,490-19.9% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 14.45% | 24.03%-9.6pp | 22.74%-8.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $4,805 | $5,160-6.9% | $4,136+16.2% | $4,837-0.7% |
| Participant deferral / active EE | $5,382 | $6,440-16.4% | $5,506-2.2% | $6,341-15.1% |
| Admin fee / account holder | $5,709 | $13,259-56.9% | $10,280-44.5% | $12,309-53.6% |