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 | $88,528 | $107,452-17.6% | $91,541-3.3% | $142,382-37.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 17.87% | 22.06%-4.2pp | 20.50%-2.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,919 | $2,994-2.5% | $2,505+16.5% | $4,299-32.1% |
| Participant deferral / active EE | $5,287 | $4,754+11.2% | $4,008+31.9% | $6,507-18.7% |
| Admin fee / account holder | $389 | $8,834-95.6% | $6,956-94.4% | $12,624-96.9% |