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 | $71,131 | $67,411+5.5% | $91,001-21.8% | $70,131+1.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.37% | -40.16%+55.5pp | 4.60%+10.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,615 | $1,786+46.4% | $2,456+6.5% | $2,342+11.7% |
| Participant deferral / active EE | $4,076 | $2,823+44.4% | $3,547+14.9% | $3,332+22.3% |
| Admin fee / account holder | $1,149 | $4,236-72.9% | $5,417-78.8% | $4,645-75.3% |