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 7-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 | $49,025 | $104,974-53.3% | $95,585-48.7% | $142,382-65.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 16.89% | 210.33%-193.4pp | 38.56%-21.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,903 | $2,779-31.5% | $2,527-24.7% | $4,299-55.7% |
| Participant deferral / active EE | $3,373 | $4,352-22.5% | $4,023-16.1% | $6,507-48.2% |
| Admin fee / account holder | $389 | $6,386-93.9% | $6,127-93.7% | $12,624-96.9% |