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 | $85,681 | $84,233+1.7% | $170,442-49.7% | $70,131+22.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.98% | 23.06%-4.1pp | 205.93%-186.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $4,562 | $3,387+34.7% | $5,433-16.0% | $2,342+94.7% |
| Participant deferral / active EE | $5,363 | $3,086+73.8% | $4,939+8.6% | $3,332+61.0% |
| Admin fee / account holder | $3,437 | $5,698-39.7% | $13,880-75.2% | $4,645-26.0% |