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 | $106,532 | $117,983-9.7% | $101,794+4.7% | $142,382-25.2% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.2%+12.1pp | 80.1%+1.1pp |
| Annual return | 15.98% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,422 | $2,773-48.7% | $2,289-37.9% | $4,299-66.9% |
| Participant deferral / active EE | $2,872 | $4,714-39.1% | $4,084-29.7% | $6,507-55.9% |
| Admin fee / account holder | $602 | $10,433-94.2% | $8,777-93.1% | $12,624-95.2% |