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 | $117,813 | $135,952-13.3% | $123,892-4.9% | $273,961-57.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.98% | 56.63%-47.7pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,159 | $5,170-38.9% | $4,617-31.6% | $4,869-35.1% |
| Participant deferral / active EE | $7,268 | $6,343+14.6% | $5,984+21.5% | $5,287+37.5% |
| Admin fee / account holder | $1,721 | $9,817-82.5% | $8,357-79.4% | $10,132-83.0% |