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 | $113,659 | $127,386-10.8% | $115,037-1.2% | $125,391-9.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.30% | 31.28%-30.0pp | 26.14%-24.8pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,983 | $5,166-61.6% | $4,608-57.0% | $4,866-59.3% |
| Participant deferral / active EE | $5,506 | $6,423-14.3% | $6,026-8.6% | $5,352+2.9% |
| Admin fee / account holder | $14,890 | $9,516+56.5% | $8,175+82.1% | $9,540+56.1% |