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 | $146,440 | $179,726-18.5% | $156,263-6.3% | $142,382+2.8% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 20.82% | 77.86%-57.0pp | 59.47%-38.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,677 | $5,069-47.2% | $4,333-38.2% | $4,299-37.7% |
| Participant deferral / active EE | $8,986 | $6,956+29.2% | $6,158+45.9% | $6,507+38.1% |
| Admin fee / account holder | $2,234 | $17,272-87.1% | $14,255-84.3% | $12,624-82.3% |