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 | $78,333 | $117,381-33.3% | $99,443-21.2% | $152,861-48.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.77% | 31.87%-10.1pp | 30.72%-9.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,411 | $3,013-53.2% | $2,540-44.4% | $4,762-70.4% |
| Participant deferral / active EE | $3,446 | $4,086-15.7% | $3,619-4.8% | $5,850-41.1% |
| Admin fee / account holder | $4,836 | $7,631-36.6% | $6,250-22.6% | $11,596-58.3% |