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 | $75,827 | $167,307-54.7% | $143,757-47.3% | $134,475-43.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 7.55% | 0.46%+7.1pp | -0.04%+7.6pp | 417.96%-410.4pp |
| Employer contribution / active EE | $8,118 | $5,619+44.5% | $4,951+64.0% | $4,740+71.3% |
| Participant deferral / active EE | $3,857 | $6,446-40.2% | $5,637-31.6% | $6,400-39.7% |
| Admin fee / account holder | $304 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |