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 | $163,101-15.3% | $136,749+1.0% | $142,382-3.0% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 19.06% | 27.54%-8.5pp | 24.33%-5.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,957 | $4,117-52.4% | $3,400-42.4% | $4,299-54.5% |
| Participant deferral / active EE | $6,942 | $5,585+24.3% | $4,692+47.9% | $6,507+6.7% |
| Admin fee / account holder | $2,010 | $14,318-86.0% | $11,386-82.3% | $12,624-84.1% |