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 | $170,703 | $181,894-6.2% | $156,549+9.0% | $273,961-37.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.39% | 30.74%-19.4pp | 32.23%-20.8pp | 41.45%-30.1pp |
| Employer contribution / active EE | $6,973 | $6,248+11.6% | $5,501+26.7% | $4,869+43.2% |
| Participant deferral / active EE | $7,604 | $5,550+37.0% | $4,871+56.1% | $5,287+43.8% |
| Admin fee / account holder | $1,696 | $15,559-89.1% | $13,027-87.0% | $10,132-83.3% |