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 | $136,656 | $132,239+3.3% | $105,722+29.3% | $273,961-50.1% |
| Participation rate | 72.2% | 83.2%-11.0pp | 78.9%-6.7pp | 83.0%-10.8pp |
| Annual return | 12.24% | 10.07%+2.2pp | 12.25%0pp | 41.45%-29.2pp |
| Employer contribution / active EE | $1,310 | $4,867-73.1% | $4,079-67.9% | $4,869-73.1% |
| Participant deferral / active EE | $3,753 | $6,233-39.8% | $5,326-29.5% | $5,287-29.0% |
| Admin fee / account holder | $1,380 | $12,032-88.5% | $8,308-83.4% | $10,132-86.4% |