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 3-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 | $86,710 | $100,970-14.1% | $96,576-10.2% | $137,256-36.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.52% | 38.16%-21.6pp | 38.47%-22.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,950 | $3,809-22.6% | $3,553-17.0% | $4,156-29.0% |
| Participant deferral / active EE | $11,318 | $8,286+36.6% | $7,956+42.2% | $6,407+76.7% |
| Admin fee / account holder | $1,819 | $11,312-83.9% | $11,381-84.0% | $12,270-85.2% |