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 | $159,778 | $154,117+3.7% | $129,995+22.9% | $139,434+14.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 14.18% | 32.48%-18.3pp | -137.18%+151.4pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,539 | $5,289-70.9% | $4,320-64.4% | $4,751-67.6% |
| Participant deferral / active EE | $2,917 | $6,710-56.5% | $5,820-49.9% | $6,710-56.5% |
| Admin fee / account holder | $63,899 | $14,007+356.2% | $10,614+502.0% | $11,403+460.4% |