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 | $83,587 | $91,037-8.2% | $71,671+16.6% | $147,584-43.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.77% | 20.48%-9.7pp | 20.65%-9.9pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,601 | $3,327-21.8% | $2,460+5.7% | $4,876-46.7% |
| Participant deferral / active EE | $3,677 | $4,498-18.3% | $3,438+7.0% | $5,439-32.4% |
| Admin fee / account holder | $2,165 | $8,613-74.9% | $5,558-61.0% | $10,885-80.1% |