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 | $67,875 | $110,257-38.4% | $96,544-29.7% | $139,434-51.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.26% | 26.32%-7.1pp | 25.84%-6.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,282 | $3,620+18.3% | $2,965+44.4% | $4,751-9.9% |
| Participant deferral / active EE | $2,765 | $5,548-50.2% | $4,851-43.0% | $6,710-58.8% |
| Admin fee / account holder | $3,197 | $11,591-72.4% | $8,252-61.3% | $11,403-72.0% |