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 | $68,758 | $159,602-56.9% | $150,045-54.2% | $142,382-51.7% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 18.79% | 70.24%-51.4pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,825 | $4,961-43.0% | $4,693-39.8% | $4,299-34.3% |
| Participant deferral / active EE | $8,380 | $8,310+0.8% | $7,997+4.8% | $6,507+28.8% |
| Admin fee / account holder | $435 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |