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 | $84,632 | $124,281-31.9% | $109,143-22.5% | $167,490-49.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 15.79% | 26.04%-10.2pp | 25.75%-10.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,783 | $4,207-33.8% | $3,722-25.2% | $4,837-42.5% |
| Participant deferral / active EE | $6,816 | $5,255+29.7% | $4,653+46.5% | $6,341+7.5% |
| Admin fee / account holder | $30,586 | $7,970+283.8% | $6,752+353.0% | $12,309+148.5% |