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 | $148,359 | $163,101-9.0% | $136,749+8.5% | $142,382+4.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.51% | 27.54%-17.0pp | 24.33%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $10,896 | $4,117+164.7% | $3,400+220.5% | $4,299+153.4% |
| Participant deferral / active EE | $2,969 | $5,585-46.8% | $4,692-36.7% | $6,507-54.4% |
| Admin fee / account holder | $3,410 | $14,318-76.2% | $11,386-70.1% | $12,624-73.0% |