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 | $227,620 | $228,332-0.3% | $185,823+22.5% | $158,922+43.2% |
| Participation rate | 84.2% | 82.3%+1.9pp | 78.0%+6.2pp | 82.0%+2.3pp |
| Annual return | 14.70% | 40.80%-26.1pp | 35.95%-21.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,201 | $4,967-35.6% | $4,087-21.7% | $4,761-32.8% |
| Participant deferral / active EE | $6,520 | $6,415+1.6% | $5,632+15.8% | $5,982+9.0% |
| Admin fee / account holder | $1,885 | $11,864-84.1% | $9,500-80.2% | $11,246-83.2% |