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 | $156,021 | $162,781-4.2% | $133,956+16.5% | $158,922-1.8% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 6.40% | 41.94%-35.5pp | 45.09%-38.7pp | 302.83%-296.4pp |
| Employer contribution / active EE | $3,777 | $4,975-24.1% | $3,919-3.6% | $4,761-20.7% |
| Participant deferral / active EE | $5,134 | $5,911-13.2% | $5,048+1.7% | $5,982-14.2% |
| Admin fee / account holder | $6,872 | $11,736-41.4% | $8,927-23.0% | $11,246-38.9% |