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 | $151,789 | $148,534+2.2% | $135,903+11.7% | $139,434+8.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.79% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $10,333 | $5,243+97.1% | $4,856+112.8% | $4,751+117.5% |
| Participant deferral / active EE | $7,832 | $8,100-3.3% | $7,758+1.0% | $6,710+16.7% |
| Admin fee / account holder | $3,336 | $12,400-73.1% | $10,762-69.0% | $11,403-70.7% |