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 | $157,083 | $152,587+2.9% | $125,175+25.5% | $152,861+2.8% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 22.48% | 54.84%-32.4pp | 43.79%-21.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,966 | $4,946-60.3% | $3,865-49.1% | $4,762-58.7% |
| Participant deferral / active EE | $8,319 | $5,868+41.8% | $4,937+68.5% | $5,850+42.2% |
| Admin fee / account holder | $1,057 | $13,434-92.1% | $9,702-89.1% | $11,596-90.9% |