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 | $94,064 | $108,172-13.0% | $77,482+21.4% | $158,922-40.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 10.62% | 31.67%-21.1pp | 54.79%-44.2pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,434 | $1,325+83.7% | $986+146.7% | $4,761-48.9% |
| Participant deferral / active EE | $10,082 | $2,456+310.5% | $1,861+441.7% | $5,982+68.5% |
| Admin fee / account holder | $2,495 | $3,708-32.7% | $2,858-12.7% | $11,246-77.8% |