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 | $92,296 | $100,970-8.6% | $96,576-4.4% | $137,256-32.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.56% | 38.16%-17.6pp | 38.47%-17.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,851 | $3,809+53.6% | $3,553+64.7% | $4,156+40.8% |
| Participant deferral / active EE | $9,915 | $8,286+19.7% | $7,956+24.6% | $6,407+54.8% |
| Admin fee / account holder | $3,330 | $11,312-70.6% | $11,381-70.7% | $12,270-72.9% |