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 7-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 | $89,195 | $95,453-6.6% | $112,040-20.4% | $82,448+8.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.92% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $8,936 | $2,318+285.5% | $2,954+202.5% | $2,551+250.3% |
| Participant deferral / active EE | $5,513 | $4,224+30.5% | $5,098+8.1% | $4,139+33.2% |
| Admin fee / account holder | $588 | $9,013-93.5% | $12,098-95.1% | $7,234-91.9% |