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 | $120,530 | $227,553-47.0% | $189,557-36.4% | $167,490-28.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.25% | 78.40%-65.2pp | 64.17%-50.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $4,167 | $5,316-21.6% | $4,412-5.6% | $4,837-13.9% |
| Participant deferral / active EE | $8,190 | $7,002+17.0% | $6,174+32.7% | $6,341+29.2% |
| Admin fee / account holder | $1,439 | $11,878-87.9% | $9,807-85.3% | $12,309-88.3% |