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 | $89,303 | $103,376-13.6% | $87,100+2.5% | $152,861-41.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.60% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,751 | $3,220-14.6% | $2,521+9.1% | $4,762-42.2% |
| Participant deferral / active EE | $7,110 | $4,778+48.8% | $4,049+75.6% | $5,850+21.5% |
| Admin fee / account holder | $1,915 | $12,205-84.3% | $7,497-74.5% | $11,596-83.5% |