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 | $175,231 | $228,332-23.3% | $185,823-5.7% | $158,922+10.3% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 16.30% | 40.80%-24.5pp | 35.95%-19.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,222 | $4,967-55.3% | $4,087-45.6% | $4,761-53.3% |
| Participant deferral / active EE | $8,862 | $6,415+38.2% | $5,632+57.4% | $5,982+48.1% |
| Admin fee / account holder | $438 | $11,864-96.3% | $9,500-95.4% | $11,246-96.1% |