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 | $167,738 | $154,365+8.7% | $130,231+28.8% | $139,434+20.3% |
| Participation rate | 81.8% | 79.9%+1.9pp | 76.3%+5.5pp | 80.3%+1.5pp |
| Annual return | 15.91% | 30.34%-14.4pp | 38.77%-22.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,429 | $5,170-33.7% | $4,126-16.9% | $4,751-27.8% |
| Participant deferral / active EE | $13,828 | $8,498+62.7% | $6,799+103.4% | $6,710+106.1% |
| Admin fee / account holder | $4,646 | $9,214-49.6% | $6,020-22.8% | $11,403-59.3% |