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 | $152,429 | $176,812-13.8% | $146,665+3.9% | $167,490-9.0% |
| Participation rate | 86.7% | 83.6%+3.1pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 22.53% | 24.03%-1.5pp | 22.74%-0.2pp | 478.56%-456.0pp |
| Employer contribution / active EE | $1,577 | $5,160-69.4% | $4,136-61.9% | $4,837-67.4% |
| Participant deferral / active EE | $7,253 | $6,440+12.6% | $5,506+31.7% | $6,341+14.4% |
| Admin fee / account holder | $2,861 | $13,259-78.4% | $10,280-72.2% | $12,309-76.8% |