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 | $95,019 | $127,777-25.6% | $106,548-10.8% | $167,490-43.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.47% | 33.87%-19.4pp | 26.80%-12.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,268 | $3,427-4.6% | $2,819+15.9% | $4,837-32.4% |
| Participant deferral / active EE | $9,962 | $5,087+95.8% | $4,398+126.5% | $6,341+57.1% |
| Admin fee / account holder | $452 | $11,228-96.0% | $7,407-93.9% | $12,309-96.3% |