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 | $94,025 | $87,166+7.9% | $76,735+22.5% | $137,256-31.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.73% | 26.50%-9.8pp | 29.77%-13.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $885 | $2,904-69.5% | $2,454-64.0% | $4,156-78.7% |
| Participant deferral / active EE | $4,623 | $4,726-2.2% | $4,088+13.1% | $6,407-27.8% |
| Admin fee / account holder | $360 | $8,403-95.7% | $7,189-95.0% | $12,270-97.1% |