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 | $161,075 | $157,256+2.4% | $141,162+14.1% | $152,861+5.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 15.35% | 64.32%-49.0pp | 71.39%-56.0pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,740 | $5,261-47.9% | $4,735-42.1% | $4,762-42.5% |
| Participant deferral / active EE | $9,811 | $7,109+38.0% | $6,709+46.2% | $5,850+67.7% |
| Admin fee / account holder | $2,959 | $12,120-75.6% | $10,261-71.2% | $11,596-74.5% |