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 | $65,788 | $172,111-61.8% | $150,298-56.2% | $137,256-52.1% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 21.21% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $5,886 | $4,636+27.0% | $4,154+41.7% | $4,156+41.6% |
| Participant deferral / active EE | $8,510 | $6,166+38.0% | $5,453+56.1% | $6,407+32.8% |
| Admin fee / account holder | $1,016 | $16,471-93.8% | $14,116-92.8% | $12,270-91.7% |