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 | $110,064 | $149,679-26.5% | $117,039-6.0% | $147,584-25.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 77.2%+2.8pp | 82.8%-2.8pp |
| Annual return | 12.46% | 19.31%-6.9pp | 18.95%-6.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,096 | $4,937-57.5% | $3,785-44.6% | $4,876-57.0% |
| Participant deferral / active EE | $4,035 | $4,912-17.9% | $3,929+2.7% | $5,439-25.8% |
| Admin fee / account holder | $1,877 | $7,856-76.1% | $5,974-68.6% | $10,885-82.8% |