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 8-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 | $47,085 | $103,376-54.5% | $87,100-45.9% | $152,861-69.2% |
| Participation rate | 70.6% | 79.3%-8.8pp | 76.9%-6.3pp | 82.4%-11.9pp |
| Annual return | 17.63% | 28.10%-10.5pp | 28.19%-10.6pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,141 | $3,220-64.6% | $2,521-54.7% | $4,762-76.0% |
| Participant deferral / active EE | $4,283 | $4,778-10.3% | $4,049+5.8% | $5,850-26.8% |
| Admin fee / account holder | $7,361 | $12,205-39.7% | $7,497-1.8% | $11,596-36.5% |