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 | $89,065 | $101,069-11.9% | $81,478+9.3% | $147,584-39.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.02% | 32.40%-18.4pp | 38.78%-24.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $4,984 | $3,205+55.5% | $2,568+94.1% | $4,876+2.2% |
| Participant deferral / active EE | $3,429 | $4,242-19.2% | $3,537-3.1% | $5,439-37.0% |
| Admin fee / account holder | $7,295 | $5,812+25.5% | $4,561+59.9% | $10,885-33.0% |