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 | $84,787 | $105,126-19.3% | $94,646-10.4% | $139,434-39.2% |
| Participation rate | 84.2% | 82.4%+1.9pp | 80.8%+3.4pp | 80.3%+3.9pp |
| Annual return | 22.77% | 38.03%-15.3pp | 156.71%-133.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $10,439 | $4,106+154.3% | $3,672+184.3% | $4,751+119.7% |
| Participant deferral / active EE | $8,107 | $7,599+6.7% | $7,418+9.3% | $6,710+20.8% |
| Admin fee / account holder | $2,272 | $8,984-74.7% | $7,231-68.6% | $11,403-80.1% |