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 | $110,208 | $118,450-7.0% | $98,439+12.0% | $139,434-21.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.95% | 18.94%-6.0pp | 21.16%-8.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,156 | $3,609-68.0% | $3,048-62.1% | $4,751-75.7% |
| Participant deferral / active EE | $3,839 | $5,392-28.8% | $4,738-19.0% | $6,710-42.8% |
| Admin fee / account holder | $1,652 | $14,026-88.2% | $8,948-81.5% | $11,403-85.5% |