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 | $115,347 | $197,591-41.6% | $177,821-35.1% | $158,922-27.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.68% | 58.76%-30.1pp | 48.32%-19.6pp | 302.83%-274.1pp |
| Employer contribution / active EE | $4,978 | $6,697-25.7% | $5,918-15.9% | $4,761+4.5% |
| Participant deferral / active EE | $10,568 | $8,405+25.7% | $7,714+37.0% | $5,982+76.7% |
| Admin fee / account holder | $17,386 | $15,399+12.9% | $12,427+39.9% | $11,246+54.6% |