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 | $125,180 | $127,777-2.0% | $106,548+17.5% | $167,490-25.3% |
| Participation rate | 89.5% | 78.3%+11.2pp | 76.1%+13.3pp | 82.1%+7.4pp |
| Annual return | 19.22% | 33.87%-14.6pp | 26.80%-7.6pp | 478.56%-459.3pp |
| Employer contribution / active EE | $3,301 | $3,427-3.7% | $2,819+17.1% | $4,837-31.8% |
| Participant deferral / active EE | $3,947 | $5,087-22.4% | $4,398-10.3% | $6,341-37.8% |
| Admin fee / account holder | $2,297 | $11,228-79.5% | $7,407-69.0% | $12,309-81.3% |