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 | $125,409 | $140,940-11.0% | $112,229+11.7% | $139,434-10.1% |
| Participation rate | 86.4% | 79.2%+7.2pp | 72.4%+13.9pp | 80.3%+6.0pp |
| Annual return | 13.35% | 32.71%-19.4pp | 30.20%-16.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $4,888 | $4,283+14.1% | $3,430+42.5% | $4,751+2.9% |
| Participant deferral / active EE | $5,042 | $5,874-14.2% | $4,798+5.1% | $6,710-24.9% |
| Admin fee / account holder | $3,696 | $9,954-62.9% | $7,748-52.3% | $11,403-67.6% |