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 | $101,309 | $127,386-20.5% | $115,037-11.9% | $125,391-19.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.86% | 31.28%-30.4pp | 26.14%-25.3pp | 282.22%-281.4pp |
| Employer contribution / active EE | $20,232 | $5,166+291.6% | $4,608+339.1% | $4,866+315.8% |
| Participant deferral / active EE | $8,835 | $6,423+37.5% | $6,026+46.6% | $5,352+65.1% |
| Admin fee / account holder | $5,632 | $9,516-40.8% | $8,175-31.1% | $9,540-41.0% |