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 | $57,421 | $101,069-43.2% | $81,478-29.5% | $147,584-61.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.96% | 32.40%-17.4pp | 38.78%-23.8pp | 578.55%-563.6pp |
| Employer contribution / active EE | $4,064 | $3,205+26.8% | $2,568+58.3% | $4,876-16.7% |
| Participant deferral / active EE | $3,086 | $4,242-27.2% | $3,537-12.7% | $5,439-43.3% |
| Admin fee / account holder | $477 | $5,812-91.8% | $4,561-89.5% | $10,885-95.6% |