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 | $76,883 | $74,888+2.7% | $71,209+8.0% | $142,382-46.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.87% | 345.14%-328.3pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $816 | $2,854-71.4% | $2,721-70.0% | $4,299-81.0% |
| Participant deferral / active EE | $8,627 | $4,454+93.7% | $4,175+106.6% | $6,507+32.6% |
| Admin fee / account holder | $455 | $5,568-91.8% | $5,349-91.5% | $12,624-96.4% |