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 | $88,836 | $81,248+9.3% | $155,509-42.9% | $80,856+9.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.99% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,506 | $3,100-19.2% | $4,672-46.4% | $2,755-9.0% |
| Participant deferral / active EE | $1,945 | $3,452-43.7% | $5,626-65.4% | $4,296-54.7% |
| Admin fee / account holder | $852 | $7,997-89.3% | $15,912-94.6% | $6,918-87.7% |