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 | $86,301 | $101,069-14.6% | $81,478+5.9% | $147,584-41.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.46% | 32.40%-18.9pp | 38.78%-25.3pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,004 | $3,205-68.7% | $2,568-60.9% | $4,876-79.4% |
| Participant deferral / active EE | $2,009 | $4,242-52.6% | $3,537-43.2% | $5,439-63.1% |
| Admin fee / account holder | $3,677 | $5,812-36.7% | $4,561-19.4% | $10,885-66.2% |