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 7-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 | $71,222 | $112,881-36.9% | $90,951-21.7% | $158,922-55.2% |
| Participation rate | 90.5% | 74.7%+15.7pp | 69.0%+21.5pp | 82.0%+8.5pp |
| Annual return | 20.85% | 215.79%-194.9pp | 134.60%-113.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,301 | $2,893-55.0% | $2,122-38.7% | $4,761-72.7% |
| Participant deferral / active EE | $5,108 | $4,128+23.7% | $3,373+51.4% | $5,982-14.6% |
| Admin fee / account holder | $541 | $8,041-93.3% | $5,959-90.9% | $11,246-95.2% |