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 | $201,114 | $215,361-6.6% | $171,082+17.6% | $273,961-26.6% |
| Participation rate | 92.9% | 82.0%+10.8pp | 76.7%+16.2pp | 83.0%+9.8pp |
| Annual return | 7.65% | 25.14%-17.5pp | 32.56%-24.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,718 | $4,967-25.1% | $4,002-7.1% | $4,869-23.6% |
| Participant deferral / active EE | $11,835 | $5,543+113.5% | $4,797+146.7% | $5,287+123.8% |
| Admin fee / account holder | $1,545 | $10,846-85.8% | $8,520-81.9% | $10,132-84.7% |