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 | $93,180 | $109,413-14.8% | $156,263-40.4% | $84,808+9.9% |
| Participation rate | 96.3% | 72.7%+23.6pp | 78.9%+17.4pp | 68.3%+28.0pp |
| Annual return | 18.74% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,813 | $2,907-3.2% | $4,333-35.1% | $2,631+6.9% |
| Participant deferral / active EE | $3,886 | $4,590-15.3% | $6,158-36.9% | $4,212-7.7% |
| Admin fee / account holder | $3,906 | $9,357-58.3% | $14,255-72.6% | $7,344-46.8% |