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 | $104,702 | $177,572-41.0% | $154,803-32.4% | $142,382-26.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 13.30% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,703 | $4,810-64.6% | $4,305-60.5% | $4,299-60.4% |
| Participant deferral / active EE | $5,377 | $6,272-14.3% | $5,540-2.9% | $6,507-17.4% |
| Admin fee / account holder | $520 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |