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 | $71,966 | $116,175-38.1% | $93,606-23.1% | $152,861-52.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 13.62% | 35.96%-22.3pp | 32.76%-19.1pp | 345.32%-331.7pp |
| Employer contribution / active EE | $4,164 | $3,218+29.4% | $2,718+53.2% | $4,762-12.6% |
| Participant deferral / active EE | $4,375 | $4,603-5.0% | $4,069+7.5% | $5,850-25.2% |
| Admin fee / account holder | $874 | $10,748-91.9% | $7,888-88.9% | $11,596-92.5% |