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 | $135,969 | $162,781-16.5% | $133,956+1.5% | $158,922-14.4% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 6.34% | 41.94%-35.6pp | 45.09%-38.8pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,106 | $4,975-57.7% | $3,919-46.3% | $4,761-55.8% |
| Participant deferral / active EE | $5,484 | $5,911-7.2% | $5,048+8.6% | $5,982-8.3% |
| Admin fee / account holder | $8,019 | $11,736-31.7% | $8,927-10.2% | $11,246-28.7% |