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 | $97,958 | $135,952-27.9% | $123,892-20.9% | $273,961-64.2% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 4.68% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,467 | $5,170-52.3% | $4,617-46.6% | $4,869-49.3% |
| Participant deferral / active EE | $5,416 | $6,343-14.6% | $5,984-9.5% | $5,287+2.4% |
| Admin fee / account holder | $1,216 | $9,817-87.6% | $8,357-85.4% | $10,132-88.0% |