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 | $104,645 | $165,335-36.7% | $149,696-30.1% | $158,922-34.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 10.68% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,342 | $5,103-73.7% | $4,644-71.1% | $4,761-71.8% |
| Participant deferral / active EE | $8,435 | $7,181+17.5% | $6,842+23.3% | $5,982+41.0% |
| Admin fee / account holder | $692 | $10,807-93.6% | $9,309-92.6% | $11,246-93.8% |