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 | $95,527 | $102,828-7.1% | $105,387-9.4% | $152,861-37.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.28% | 20.85%-2.6pp | 26.82%-8.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,933 | $4,473-12.1% | $4,213-6.7% | $4,762-17.4% |
| Participant deferral / active EE | $3,336 | $5,465-39.0% | $5,502-39.4% | $5,850-43.0% |
| Admin fee / account holder | $703 | $8,683-91.9% | $6,559-89.3% | $11,596-93.9% |