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 | $102,240 | $72,177+41.7% | $115,037-11.1% | $59,632+71.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.99% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $3,164 | $2,841+11.4% | $4,608-31.3% | $2,203+43.7% |
| Participant deferral / active EE | $8,591 | $4,783+79.6% | $6,026+42.6% | $3,192+169.2% |
| Admin fee / account holder | $3,304 | $4,927-32.9% | $8,175-59.6% | $4,297-23.1% |