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 | $149,122 | $198,466-24.9% | $170,442-12.5% | $147,584+1.0% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 15.32% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,899 | $6,184-53.1% | $5,433-46.6% | $4,876-40.5% |
| Participant deferral / active EE | $6,404 | $5,629+13.8% | $4,939+29.6% | $5,439+17.7% |
| Admin fee / account holder | $7,820 | $16,852-53.6% | $13,880-43.7% | $10,885-28.2% |