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 | $101,961 | $154,228-33.9% | $145,433-29.9% | $137,256-25.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 56.32% | 74.59%-18.3pp | 66.58%-10.3pp | 220.34%-164.0pp |
| Employer contribution / active EE | $4,885 | $4,804+1.7% | $4,554+7.2% | $4,156+17.5% |
| Participant deferral / active EE | $6,726 | $8,216-18.1% | $7,897-14.8% | $6,407+5.0% |
| Admin fee / account holder | $781 | $14,344-94.6% | $13,129-94.1% | $12,270-93.6% |