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 | $109,147 | $149,679-27.1% | $117,039-6.7% | $147,584-26.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 18.60% | 19.31%-0.7pp | 18.95%-0.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,460 | $4,937-50.2% | $3,785-35.0% | $4,876-49.5% |
| Participant deferral / active EE | $3,185 | $4,912-35.2% | $3,929-18.9% | $5,439-41.4% |
| Admin fee / account holder | $17,148 | $7,856+118.3% | $5,974+187.0% | $10,885+57.5% |