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 | $122,257 | $135,952-10.1% | $123,892-1.3% | $273,961-55.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.08% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,858 | $5,170-64.1% | $4,617-59.8% | $4,869-61.8% |
| Participant deferral / active EE | $6,091 | $6,343-4.0% | $5,984+1.8% | $5,287+15.2% |
| Admin fee / account holder | $11,418 | $9,817+16.3% | $8,357+36.6% | $10,132+12.7% |