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 | $86,904 | $162,781-46.6% | $133,956-35.1% | $158,922-45.3% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 24.99% | 41.94%-16.9pp | 45.09%-20.1pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,494 | $4,975-70.0% | $3,919-61.9% | $4,761-68.6% |
| Participant deferral / active EE | $2,024 | $5,911-65.8% | $5,048-59.9% | $5,982-66.2% |
| Admin fee / account holder | $4,644 | $11,736-60.4% | $8,927-48.0% | $11,246-58.7% |