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 4-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 | $90,757 | $92,798-2.2% | $96,707-6.2% | $137,256-33.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 35.53% | 31.24%+4.3pp | 34.78%+0.7pp | 220.34%-184.8pp |
| Employer contribution / active EE | $19,210 | $4,147+363.2% | $4,191+358.3% | $4,156+362.2% |
| Participant deferral / active EE | $7,022 | $5,877+19.5% | $5,997+17.1% | $6,407+9.6% |
| Admin fee / account holder | $1,040 | $7,946-86.9% | $7,503-86.1% | $12,270-91.5% |