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 | $88,018 | $103,376-14.9% | $87,100+1.1% | $152,861-42.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.46% | 28.10%-11.6pp | 28.19%-11.7pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,053 | $3,220-5.2% | $2,521+21.1% | $4,762-35.9% |
| Participant deferral / active EE | $6,772 | $4,778+41.7% | $4,049+67.3% | $5,850+15.7% |
| Admin fee / account holder | $3,762 | $12,205-69.2% | $7,497-49.8% | $11,596-67.6% |