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 | $133,801 | $228,332-41.4% | $185,823-28.0% | $158,922-15.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.62% | 40.80%-20.2pp | 35.95%-15.3pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,959 | $4,967-40.4% | $4,087-27.6% | $4,761-37.8% |
| Participant deferral / active EE | $8,714 | $6,415+35.9% | $5,632+54.7% | $5,982+45.7% |
| Admin fee / account holder | $2,981 | $11,864-74.9% | $9,500-68.6% | $11,246-73.5% |