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 | $105,635 | $228,332-53.7% | $185,823-43.2% | $158,922-33.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.47% | 40.80%-27.3pp | 35.95%-22.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,277 | $4,967-54.1% | $4,087-44.3% | $4,761-52.2% |
| Participant deferral / active EE | $5,187 | $6,415-19.1% | $5,632-7.9% | $5,982-13.3% |
| Admin fee / account holder | $11,787 | $11,864-0.6% | $9,500+24.1% | $11,246+4.8% |