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 | $107,858 | $129,942-17.0% | $104,294+3.4% | $134,475-19.8% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | 7.99% | 42.03%-34.0pp | 24.61%-16.6pp | 417.96%-410.0pp |
| Employer contribution / active EE | $4,022 | $4,184-3.9% | $3,372+19.3% | $4,740-15.1% |
| Participant deferral / active EE | $5,568 | $5,588-0.3% | $4,625+20.4% | $6,400-13.0% |
| Admin fee / account holder | $3,866 | $9,323-58.5% | $7,339-47.3% | $11,426-66.2% |