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 | $128,426 | $163,101-21.3% | $136,749-6.1% | $142,382-9.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 18.46% | 27.54%-9.1pp | 24.33%-5.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,175 | $4,117+1.4% | $3,400+22.8% | $4,299-2.9% |
| Participant deferral / active EE | $8,898 | $5,585+59.3% | $4,692+89.6% | $6,507+36.7% |
| Admin fee / account holder | $8,418 | $14,318-41.2% | $11,386-26.1% | $12,624-33.3% |