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 | $136,553 | $104,251+31.0% | $91,001+50.1% | $147,584-7.5% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.6%+1.3pp | 82.8%-5.9pp |
| Annual return | 15.93% | 27.06%-11.1pp | 4.60%+11.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,322 | $3,116-25.5% | $2,456-5.5% | $4,876-52.4% |
| Participant deferral / active EE | $6,148 | $4,195+46.6% | $3,547+73.3% | $5,439+13.0% |
| Admin fee / account holder | $2,400 | $8,948-73.2% | $5,417-55.7% | $10,885-77.9% |