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 | $138,157 | $161,352-14.4% | $134,172+3.0% | $137,256+0.7% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 19.06% | 28.72%-9.7pp | 25.30%-6.2pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,957 | $4,099-52.2% | $3,420-42.8% | $4,156-52.9% |
| Participant deferral / active EE | $6,942 | $5,552+25.0% | $4,690+48.0% | $6,407+8.4% |
| Admin fee / account holder | $2,010 | $15,028-86.6% | $12,016-83.3% | $12,270-83.6% |