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 | $210,202 | $153,772+36.7% | $133,980+56.9% | $273,961-23.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.36% | 36.51%-31.2pp | 29.30%-23.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $4,892 | $6,029-18.9% | $5,211-6.1% | $4,869+0.5% |
| Participant deferral / active EE | $12,967 | $6,958+86.4% | $6,282+106.4% | $5,287+145.3% |
| Admin fee / account holder | $13,414 | $11,765+14.0% | $9,324+43.9% | $10,132+32.4% |