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 | $73,432 | $99,341-26.1% | $84,750-13.4% | $273,961-73.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.93% | 22.93%-13.0pp | 22.78%-12.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $8,076 | $4,214+91.7% | $3,574+125.9% | $4,869+65.9% |
| Participant deferral / active EE | $10,687 | $4,269+150.3% | $3,712+187.9% | $5,287+102.1% |
| Admin fee / account holder | $2,074 | $6,644-68.8% | $5,332-61.1% | $10,132-79.5% |