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 | $126,509 | $154,117-17.9% | $129,995-2.7% | $139,434-9.3% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.5%-4.8pp | 80.3%-6.6pp |
| Annual return | 12.47% | 32.48%-20.0pp | -137.18%+149.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,044 | $5,289-61.4% | $4,320-52.7% | $4,751-57.0% |
| Participant deferral / active EE | $7,341 | $6,710+9.4% | $5,820+26.1% | $6,710+9.4% |
| Admin fee / account holder | $997 | $14,007-92.9% | $10,614-90.6% | $11,403-91.3% |