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 | $90,697 | $111,754-18.8% | $103,333-12.2% | $145,922-37.8% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 15.58% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,382 | $4,212-19.7% | $3,868-12.6% | $4,660-27.4% |
| Participant deferral / active EE | $5,105 | $5,619-9.1% | $5,057+0.9% | $6,688-23.7% |
| Admin fee / account holder | $2,480 | $9,750-74.6% | $8,355-70.3% | $13,397-81.5% |