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 9-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 | $136,133 | $95,266+42.9% | $82,389+65.2% | $142,382-4.4% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 15.81% | 25.74%-9.9pp | 28.67%-12.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,214 | $2,991+40.9% | $2,517+67.4% | $4,299-2.0% |
| Participant deferral / active EE | $7,187 | $4,809+49.4% | $4,155+73.0% | $6,507+10.4% |
| Admin fee / account holder | $7,177 | $8,563-16.2% | $7,231-0.7% | $12,624-43.1% |