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 5-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 | $153,390 | $154,228-0.5% | $145,433+5.5% | $137,256+11.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.37% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,724 | $4,804-43.3% | $4,554-40.2% | $4,156-34.5% |
| Participant deferral / active EE | $15,460 | $8,216+88.2% | $7,897+95.8% | $6,407+141.3% |
| Admin fee / account holder | $578 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |