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 | $114,566 | $135,952-15.7% | $123,892-7.5% | $273,961-58.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.96% | 56.63%-38.7pp | 47.52%-29.6pp | 41.45%-23.5pp |
| Employer contribution / active EE | $7,423 | $5,170+43.6% | $4,617+60.8% | $4,869+52.5% |
| Participant deferral / active EE | $9,458 | $6,343+49.1% | $5,984+58.0% | $5,287+78.9% |
| Admin fee / account holder | $378 | $9,817-96.2% | $8,357-95.5% | $10,132-96.3% |