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 7-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 | $81,161 | $87,166-6.9% | $76,735+5.8% | $137,256-40.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 18.81% | 26.50%-7.7pp | 29.77%-11.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,490 | $2,904+20.2% | $2,454+42.2% | $4,156-16.0% |
| Participant deferral / active EE | $9,851 | $4,726+108.4% | $4,088+141.0% | $6,407+53.8% |
| Admin fee / account holder | $647 | $8,403-92.3% | $7,189-91.0% | $12,270-94.7% |