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 | $97,458 | $117,381-17.0% | $99,443-2.0% | $152,861-36.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.80% | 31.87%-9.1pp | 30.72%-7.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $6,522 | $3,013+116.5% | $2,540+156.8% | $4,762+36.9% |
| Participant deferral / active EE | $3,212 | $4,086-21.4% | $3,619-11.2% | $5,850-45.1% |
| Admin fee / account holder | $19,453 | $7,631+154.9% | $6,250+211.2% | $11,596+67.8% |