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 | $75,532 | $142,405-47.0% | $115,157-34.4% | $152,861-50.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.27% | 41.48%-23.2pp | 35.60%-17.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $7,106 | $4,010+77.2% | $3,179+123.5% | $4,762+49.2% |
| Participant deferral / active EE | $6,945 | $5,164+34.5% | $4,168+66.6% | $5,850+18.7% |
| Admin fee / account holder | $2,170 | $8,462-74.4% | $7,088-69.4% | $11,596-81.3% |