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 | $103,180 | $117,381-12.1% | $99,443+3.8% | $152,861-32.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.02% | 31.87%-10.8pp | 30.72%-9.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,053 | $3,013+1.4% | $2,540+20.2% | $4,762-35.9% |
| Participant deferral / active EE | $9,382 | $4,086+129.6% | $3,619+159.3% | $5,850+60.4% |
| Admin fee / account holder | $3,901 | $7,631-48.9% | $6,250-37.6% | $11,596-66.4% |