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 | $97,747 | $135,952-28.1% | $123,892-21.1% | $273,961-64.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.60% | 56.63%-52.0pp | 47.52%-42.9pp | 41.45%-36.9pp |
| Employer contribution / active EE | $5,042 | $5,170-2.5% | $4,617+9.2% | $4,869+3.6% |
| Participant deferral / active EE | $4,129 | $6,343-34.9% | $5,984-31.0% | $5,287-21.9% |
| Admin fee / account holder | $1,232 | $9,817-87.5% | $8,357-85.3% | $10,132-87.8% |