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 6-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 | $81,372 | $124,425-34.6% | $112,040-27.4% | $137,256-40.7% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 26.61% | 24.72%+1.9pp | 24.52%+2.1pp | 220.34%-193.7pp |
| Employer contribution / active EE | $5,106 | $3,411+49.7% | $2,954+72.9% | $4,156+22.9% |
| Participant deferral / active EE | $6,254 | $5,718+9.4% | $5,098+22.7% | $6,407-2.4% |
| Admin fee / account holder | $2,415 | $15,207-84.1% | $12,098-80.0% | $12,270-80.3% |