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 10-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 | $92,818 | $178,174-47.9% | $156,181-40.6% | $137,256-32.4% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.8%+14.5pp | 80.0%+13.4pp |
| Annual return | 22.02% | 84.19%-62.2pp | 64.87%-42.9pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,706 | $4,972-45.6% | $4,294-37.0% | $4,156-34.9% |
| Participant deferral / active EE | $4,240 | $6,888-38.4% | $6,132-30.9% | $6,407-33.8% |
| Admin fee / account holder | $629 | $17,404-96.4% | $14,586-95.7% | $12,270-94.9% |