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 | $83,188 | $99,918-16.7% | $81,382+2.2% | $145,922-43.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 13.18% | 34.32%-21.1pp | 24.73%-11.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,309 | $2,978-22.5% | $2,463-6.3% | $4,660-50.4% |
| Participant deferral / active EE | $3,453 | $4,605-25.0% | $3,883-11.1% | $6,688-48.4% |
| Admin fee / account holder | $8,177 | $8,212-0.4% | $5,768+41.8% | $13,397-39.0% |