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 | $82,685 | $67,411+22.7% | $91,001-9.1% | $70,131+17.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 28.60% | -40.16%+68.8pp | 4.60%+24.0pp | 73.14%-44.5pp |
| Employer contribution / active EE | $1,143 | $1,786-36.0% | $2,456-53.5% | $2,342-51.2% |
| Participant deferral / active EE | $4,280 | $2,823+51.6% | $3,547+20.6% | $3,332+28.4% |
| Admin fee / account holder | $351 | $4,236-91.7% | $5,417-93.5% | $4,645-92.4% |