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 | $74,979 | $106,515-29.6% | $96,683-22.4% | $139,434-46.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.85% | 38.43%-25.6pp | 35.69%-22.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,998 | $4,103-51.3% | $3,737-46.5% | $4,751-57.9% |
| Participant deferral / active EE | $7,144 | $5,454+31.0% | $4,878+46.4% | $6,710+6.5% |
| Admin fee / account holder | $779 | $7,877-90.1% | $6,730-88.4% | $11,403-93.2% |