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 | $129,512 | $142,344-9.0% | $119,609+8.3% | $134,475-3.7% |
| Participation rate | 95.8% | 82.8%+13.0pp | 79.3%+16.6pp | 81.2%+14.6pp |
| Annual return | 10.16% | -12.44%+22.6pp | -14.97%+25.1pp | 417.96%-407.8pp |
| Employer contribution / active EE | $4,145 | $5,222-20.6% | $4,232-2.1% | $4,740-12.6% |
| Participant deferral / active EE | $4,330 | $6,469-33.1% | $5,602-22.7% | $6,400-32.3% |
| Admin fee / account holder | $14,267 | $13,584+5.0% | $10,323+38.2% | $11,426+24.9% |