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 | $137,627 | $127,777+7.7% | $106,548+29.2% | $167,490-17.8% |
| Participation rate | 78.6% | 78.3%+0.3pp | 76.1%+2.4pp | 82.1%-3.5pp |
| Annual return | 17.27% | 33.87%-16.6pp | 26.80%-9.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,489 | $3,427-27.3% | $2,819-11.7% | $4,837-48.5% |
| Participant deferral / active EE | $7,967 | $5,087+56.6% | $4,398+81.1% | $6,341+25.6% |
| Admin fee / account holder | $4,578 | $11,228-59.2% | $7,407-38.2% | $12,309-62.8% |