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 | $145,875 | $153,772-5.1% | $133,980+8.9% | $273,961-46.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.80% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,530 | $6,029-41.4% | $5,211-32.3% | $4,869-27.5% |
| Participant deferral / active EE | $5,000 | $6,958-28.1% | $6,282-20.4% | $5,287-5.4% |
| Admin fee / account holder | $814 | $11,765-93.1% | $9,324-91.3% | $10,132-92.0% |