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 | $102,226 | $118,849-14.0% | $96,562+5.9% | $167,490-39.0% |
| Participation rate | 87.0% | 75.5%+11.5pp | 69.8%+17.1pp | 82.1%+4.9pp |
| Annual return | 14.33% | 50.49%-36.2pp | 37.78%-23.5pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,858 | $3,120-40.4% | $2,356-21.1% | $4,837-61.6% |
| Participant deferral / active EE | $4,044 | $4,616-12.4% | $3,849+5.1% | $6,341-36.2% |
| Admin fee / account holder | $501 | $8,065-93.8% | $6,181-91.9% | $12,309-95.9% |