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 | $100,283 | $107,452-6.7% | $91,541+9.5% | $142,382-29.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.80% | 22.06%-8.3pp | 20.50%-6.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,981 | $2,994+66.4% | $2,505+98.9% | $4,299+15.9% |
| Participant deferral / active EE | $15,600 | $4,754+228.1% | $4,008+289.2% | $6,507+139.7% |
| Admin fee / account holder | $14,061 | $8,834+59.2% | $6,956+102.1% | $12,624+11.4% |