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 | $135,202 | $111,814+20.9% | $103,374+30.8% | $145,959-7.4% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 11.81% | 24.77%-13.0pp | 24.89%-13.1pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,220 | $4,214-71.0% | $3,869-68.5% | $4,661-73.8% |
| Participant deferral / active EE | $7,809 | $5,618+39.0% | $5,058+54.4% | $6,689+16.8% |
| Admin fee / account holder | $928 | $9,754-90.5% | $8,394-89.0% | $13,398-93.1% |