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 | $106,686 | $127,065-16.0% | $113,168-5.7% | $142,382-25.1% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 15.07% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,801 | $3,442-47.7% | $2,975-39.5% | $4,299-58.1% |
| Participant deferral / active EE | $10,508 | $5,716+83.8% | $5,107+105.8% | $6,507+61.5% |
| Admin fee / account holder | $862 | $15,736-94.5% | $12,068-92.9% | $12,624-93.2% |