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 4-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 | $92,291 | $117,859-21.7% | $102,438-9.9% | $145,959-36.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 12.92% | 31.72%-18.8pp | 29.37%-16.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,998 | $5,732+39.5% | $5,054+58.3% | $6,689+19.6% |
| Admin fee / account holder | $608 | $13,318-95.4% | $9,448-93.6% | $13,398-95.5% |