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 | $157,641 | $154,117+2.3% | $129,995+21.3% | $139,434+13.1% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 20.70% | 32.48%-11.8pp | -137.18%+157.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $5,369 | $5,289+1.5% | $4,320+24.3% | $4,751+13.0% |
| Participant deferral / active EE | $8,098 | $6,710+20.7% | $5,820+39.1% | $6,710+20.7% |
| Admin fee / account holder | $5,408 | $14,007-61.4% | $10,614-49.0% | $11,403-52.6% |