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 | $74,882 | $157,256-52.4% | $141,162-47.0% | $152,861-51.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.29% | 64.32%-32.0pp | 71.39%-39.1pp | 345.32%-313.0pp |
| Employer contribution / active EE | $5,594 | $5,261+6.3% | $4,735+18.1% | $4,762+17.5% |
| Participant deferral / active EE | $10,610 | $7,109+49.2% | $6,709+58.1% | $5,850+81.4% |
| Admin fee / account holder | $3,197 | $12,120-73.6% | $10,261-68.8% | $11,596-72.4% |