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 | $68,286 | $77,419-11.8% | $69,455-1.7% | $152,861-55.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 30.03% | 39.06%-9.0pp | 28.97%+1.1pp | 345.32%-315.3pp |
| Employer contribution / active EE | $4,567 | $3,315+37.8% | $2,779+64.3% | $4,762-4.1% |
| Participant deferral / active EE | $3,539 | $4,414-19.8% | $3,535+0.1% | $5,850-39.5% |
| Admin fee / account holder | $3,871 | $6,207-37.6% | $3,839+0.8% | $11,596-66.6% |