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 | $26,143 | $72,071-63.7% | $68,368-61.8% | $137,256-81.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 17.52% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,648 | $2,788-40.9% | $2,649-37.8% | $4,156-60.3% |
| Participant deferral / active EE | $2,689 | $4,410-39.0% | $4,123-34.8% | $6,407-58.0% |
| Admin fee / account holder | $6,761 | $5,336+26.7% | $5,150+31.3% | $12,270-44.9% |