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 | $121,833 | $162,781-25.2% | $133,956-9.0% | $158,922-23.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.22% | 41.94%-21.7pp | 45.09%-24.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $3,131 | $4,975-37.1% | $3,919-20.1% | $4,761-34.2% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $2,684 | $11,736-77.1% | $8,927-69.9% | $11,246-76.1% |