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 7-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 | $103,711 | $106,515-2.6% | $96,683+7.3% | $139,434-25.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 30.44% | 38.43%-8.0pp | 35.69%-5.3pp | 372.94%-342.5pp |
| Employer contribution / active EE | $1,559 | $4,103-62.0% | $3,737-58.3% | $4,751-67.2% |
| Participant deferral / active EE | $16,288 | $5,454+198.6% | $4,878+233.9% | $6,710+142.7% |
| Admin fee / account holder | $416 | $7,877-94.7% | $6,730-93.8% | $11,403-96.4% |