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 | $109,457 | $154,117-29.0% | $129,995-15.8% | $139,434-21.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.48% | 32.48%-20.0pp | -137.18%+149.7pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,415 | $5,289-54.3% | $4,320-44.1% | $4,751-49.2% |
| Participant deferral / active EE | $2,622 | $6,710-60.9% | $5,820-54.9% | $6,710-60.9% |
| Admin fee / account holder | $11,357 | $14,007-18.9% | $10,614+7.0% | $11,403-0.4% |