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 | $131,526 | $104,251+26.2% | $91,001+44.5% | $147,584-10.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 15.09% | 27.06%-12.0pp | 4.60%+10.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,636 | $3,116-47.5% | $2,456-33.4% | $4,876-66.5% |
| Participant deferral / active EE | $7,615 | $4,195+81.5% | $3,547+114.7% | $5,439+40.0% |
| Admin fee / account holder | $807 | $8,948-91.0% | $5,417-85.1% | $10,885-92.6% |