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 | $103,837 | $185,822-44.1% | $169,993-38.9% | $139,434-25.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.98% | 60.50%-41.5pp | 53.37%-34.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,666 | $7,590-78.1% | $6,785-75.5% | $4,751-64.9% |
| Participant deferral / active EE | $7,077 | $11,622-39.1% | $10,408-32.0% | $6,710+5.5% |
| Admin fee / account holder | $9,223 | $15,381-40.0% | $12,815-28.0% | $11,403-19.1% |