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 | $121,043 | $185,822-34.9% | $169,993-28.8% | $139,434-13.2% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 20.97% | 60.50%-39.5pp | 53.37%-32.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,406 | $7,590-68.3% | $6,785-64.5% | $4,751-49.4% |
| Participant deferral / active EE | $11,022 | $11,622-5.2% | $10,408+5.9% | $6,710+64.3% |
| Admin fee / account holder | $764 | $15,381-95.0% | $12,815-94.0% | $11,403-93.3% |