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 | $86,626 | $106,515-18.7% | $96,683-10.4% | $139,434-37.9% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 16.46% | 38.43%-22.0pp | 35.69%-19.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,003 | $4,103-26.8% | $3,737-19.6% | $4,751-36.8% |
| Participant deferral / active EE | $7,462 | $5,454+36.8% | $4,878+53.0% | $6,710+11.2% |
| Admin fee / account holder | $2,552 | $7,877-67.6% | $6,730-62.1% | $11,403-77.6% |