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 | $93,316 | $124,319-24.9% | $111,297-16.2% | $167,490-44.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 34.93% | 37.44%-2.5pp | 54.65%-19.7pp | 478.56%-443.6pp |
| Employer contribution / active EE | $1,160 | $3,435-66.2% | $2,731-57.5% | $4,837-76.0% |
| Participant deferral / active EE | $3,868 | $5,180-25.3% | $4,487-13.8% | $6,341-39.0% |
| Admin fee / account holder | $2,720 | $10,618-74.4% | $7,964-65.8% | $12,309-77.9% |