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 | $140,286 | $127,386+10.1% | $115,037+21.9% | $125,391+11.9% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -1.86% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,811 | $5,166-64.9% | $4,608-60.7% | $4,866-62.8% |
| Participant deferral / active EE | $9,825 | $6,423+53.0% | $6,026+63.0% | $5,352+83.6% |
| Admin fee / account holder | $6,977 | $9,516-26.7% | $8,175-14.7% | $9,540-26.9% |