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 | $139,428 | $177,572-21.5% | $154,803-9.9% | $142,382-2.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 48.78% | 65.07%-16.3pp | 58.88%-10.1pp | 217.08%-168.3pp |
| Employer contribution / active EE | $2,536 | $4,810-47.3% | $4,305-41.1% | $4,299-41.0% |
| Participant deferral / active EE | $7,023 | $6,272+12.0% | $5,540+26.8% | $6,507+7.9% |
| Admin fee / account holder | $23,382 | $16,786+39.3% | $14,329+63.2% | $12,624+85.2% |