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 | $139,247 | $149,734-7.0% | $118,925+17.1% | $158,922-12.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 7.18% | 19.95%-12.8pp | 35.88%-28.7pp | 302.83%-295.6pp |
| Employer contribution / active EE | $2,268 | $4,115-44.9% | $3,263-30.5% | $4,761-52.4% |
| Participant deferral / active EE | $6,038 | $5,223+15.6% | $4,265+41.6% | $5,982+0.9% |
| Admin fee / account holder | $1,151 | $8,603-86.6% | $6,581-82.5% | $11,246-89.8% |