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 | $75,326 | $131,829-42.9% | $108,579-30.6% | $273,961-72.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 15.47% | -91.57%+107.0pp | -51.70%+67.2pp | 41.45%-26.0pp |
| Employer contribution / active EE | $9,439 | $4,912+92.2% | $3,758+151.2% | $4,869+93.9% |
| Participant deferral / active EE | $6,254 | $5,127+22.0% | $4,311+45.1% | $5,287+18.3% |
| Admin fee / account holder | $9,128 | $10,252-11.0% | $7,645+19.4% | $10,132-9.9% |