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 | $105,023 | $126,574-17.0% | $106,213-1.1% | $145,922-28.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.57% | 224.79%-205.2pp | 116.14%-96.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,949 | $3,730-47.8% | $3,171-38.5% | $4,660-58.2% |
| Participant deferral / active EE | $3,456 | $5,724-39.6% | $5,016-31.1% | $6,688-48.3% |
| Admin fee / account holder | $8,179 | $17,304-52.7% | $11,033-25.9% | $13,397-39.0% |