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 | $151,594 | $172,111-11.9% | $150,298+0.9% | $137,256+10.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.92% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,608 | $4,636-0.6% | $4,154+10.9% | $4,156+10.9% |
| Participant deferral / active EE | $8,657 | $6,166+40.4% | $5,453+58.8% | $6,407+35.1% |
| Admin fee / account holder | $902 | $16,471-94.5% | $14,116-93.6% | $12,270-92.6% |