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 | $119,024 | $124,281-4.2% | $109,143+9.1% | $167,490-28.9% |
| Participation rate | 88.2% | 79.4%+8.8pp | 75.9%+12.4pp | 82.1%+6.1pp |
| Annual return | 13.72% | 26.04%-12.3pp | 25.75%-12.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,941 | $4,207-30.1% | $3,722-21.0% | $4,837-39.2% |
| Participant deferral / active EE | $3,638 | $5,255-30.8% | $4,653-21.8% | $6,341-42.6% |
| Admin fee / account holder | $1,160 | $7,970-85.4% | $6,752-82.8% | $12,309-90.6% |