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 | $90,239 | $180,028-49.9% | $138,135-34.7% | $158,922-43.2% |
| Participation rate | 91.3% | 82.2%+9.1pp | 78.7%+12.6pp | 82.0%+9.3pp |
| Annual return | 12.99% | 21.68%-8.7pp | 20.51%-7.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $5,618 | $7,470-24.8% | $5,587+0.6% | $4,761+18.0% |
| Participant deferral / active EE | $7,886 | $7,717+2.2% | $6,431+22.6% | $5,982+31.8% |
| Admin fee / account holder | $10,960 | $17,912-38.8% | $11,856-7.6% | $11,246-2.5% |