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 | $142,240 | $157,256-9.5% | $141,162+0.8% | $152,861-6.9% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.4%+8.9pp |
| Annual return | 25.67% | 64.32%-38.7pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,686 | $5,261-29.9% | $4,735-22.2% | $4,762-22.6% |
| Participant deferral / active EE | $8,066 | $7,109+13.5% | $6,709+20.2% | $5,850+37.9% |
| Admin fee / account holder | $496 | $12,120-95.9% | $10,261-95.2% | $11,596-95.7% |