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 | $99,497 | $118,849-16.3% | $96,562+3.0% | $167,490-40.6% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 8.50% | 50.49%-42.0pp | 37.78%-29.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $989 | $3,120-68.3% | $2,356-58.0% | $4,837-79.6% |
| Participant deferral / active EE | $2,035 | $4,616-55.9% | $3,849-47.1% | $6,341-67.9% |
| Admin fee / account holder | $7,076 | $8,065-12.3% | $6,181+14.5% | $12,309-42.5% |