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 | $80,111 | $100,901-20.6% | $75,670+5.9% | $147,584-45.7% |
| Participation rate | 92.9% | 77.1%+15.7pp | 72.3%+20.5pp | 82.8%+10.0pp |
| Annual return | 17.54% | 35.78%-18.2pp | 27.34%-9.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,412 | $3,253-56.6% | $2,352-40.0% | $4,876-71.0% |
| Participant deferral / active EE | $1,709 | $4,027-57.6% | $3,142-45.6% | $5,439-68.6% |
| Admin fee / account holder | $8,049 | $11,285-28.7% | $5,800+38.8% | $10,885-26.1% |