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 | $70,146 | $127,386-44.9% | $115,037-39.0% | $125,391-44.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.15% | 31.28%-30.1pp | 26.14%-25.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $4,399 | $5,166-14.8% | $4,608-4.5% | $4,866-9.6% |
| Participant deferral / active EE | $10,264 | $6,423+59.8% | $6,026+70.3% | $5,352+91.8% |
| Admin fee / account holder | $2,969 | $9,516-68.8% | $8,175-63.7% | $9,540-68.9% |