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 | $212,450 | $132,239+60.7% | $105,722+101.0% | $273,961-22.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.32% | 10.07%-4.8pp | 12.25%-6.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,468 | $4,867-49.3% | $4,079-39.5% | $4,869-49.3% |
| Participant deferral / active EE | $5,004 | $6,233-19.7% | $5,326-6.0% | $5,287-5.4% |
| Admin fee / account holder | $1,422 | $12,032-88.2% | $8,308-82.9% | $10,132-86.0% |