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 5-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 | $89,529 | $106,515-15.9% | $96,683-7.4% | $139,434-35.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 19.91% | 38.43%-18.5pp | 35.69%-15.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,494 | $4,103-63.6% | $3,737-60.0% | $4,751-68.6% |
| Participant deferral / active EE | $2,321 | $5,454-57.5% | $4,878-52.4% | $6,710-65.4% |
| Admin fee / account holder | $722 | $7,877-90.8% | $6,730-89.3% | $11,403-93.7% |