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 | $95,525 | $100,754-5.2% | $86,677+10.2% | $134,475-29.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.34% | 29.04%-38.4pp | 35.91%-45.3pp | 417.96%-427.3pp |
| Employer contribution / active EE | $1,684 | $3,489-51.7% | $2,836-40.6% | $4,740-64.5% |
| Participant deferral / active EE | $2,250 | $5,338-57.8% | $4,656-51.7% | $6,400-64.8% |
| Admin fee / account holder | $2,263 | $10,926-79.3% | $7,493-69.8% | $11,426-80.2% |