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 | $105,475 | $109,413-3.6% | $156,263-32.5% | $84,808+24.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.94% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,383 | $2,907+85.2% | $4,333+24.2% | $2,631+104.6% |
| Participant deferral / active EE | $6,373 | $4,590+38.9% | $6,158+3.5% | $4,212+51.3% |
| Admin fee / account holder | $1,271 | $9,357-86.4% | $14,255-91.1% | $7,344-82.7% |