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 | $165,682 | $154,117+7.5% | $129,995+27.5% | $139,434+18.8% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 10.04% | 32.48%-22.4pp | -137.18%+147.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,842 | $5,289-65.2% | $4,320-57.3% | $4,751-61.2% |
| Participant deferral / active EE | $4,335 | $6,710-35.4% | $5,820-25.5% | $6,710-35.4% |
| Admin fee / account holder | $2,257 | $14,007-83.9% | $10,614-78.7% | $11,403-80.2% |