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 | $180,727 | $183,519-1.5% | $155,509+16.2% | $145,922+23.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 29.34% | 61.17%-31.8pp | 64.67%-35.3pp | 561.29%-531.9pp |
| Employer contribution / active EE | $8,378 | $5,313+57.7% | $4,672+79.3% | $4,660+79.8% |
| Participant deferral / active EE | $5,145 | $6,462-20.4% | $5,626-8.6% | $6,688-23.1% |
| Admin fee / account holder | $792 | $19,313-95.9% | $15,912-95.0% | $13,397-94.1% |