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 | $91,310 | $136,179-32.9% | $98,755-7.5% | $167,490-45.5% |
| Participation rate | 83.3% | 70.2%+13.1pp | 65.7%+17.6pp | 82.1%+1.2pp |
| Annual return | 6.89% | 67.53%-60.6pp | 49.91%-43.0pp | 478.56%-471.7pp |
| Employer contribution / active EE | $1,087 | $2,631-58.7% | $2,067-47.4% | $4,837-77.5% |
| Participant deferral / active EE | $4,562 | $3,716+22.8% | $3,035+50.3% | $6,341-28.1% |
| Admin fee / account holder | $748 | $5,031-85.1% | $4,076-81.6% | $12,309-93.9% |