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 7-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 | $94,157 | $117,841-20.1% | $102,423-8.1% | $145,922-35.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 15.11% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,086 | $3,615-14.6% | $3,023+2.1% | $4,660-33.8% |
| Participant deferral / active EE | $12,243 | $5,731+113.6% | $5,053+142.3% | $6,688+83.1% |
| Admin fee / account holder | $23,329 | $13,326+75.1% | $9,451+146.9% | $13,397+74.1% |