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 | $47,802 | $159,602-70.0% | $150,045-68.1% | $142,382-66.4% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 17.89% | 70.24%-52.3pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,513 | $4,961-69.5% | $4,693-67.8% | $4,299-64.8% |
| Participant deferral / active EE | $2,707 | $8,310-67.4% | $7,997-66.2% | $6,507-58.4% |
| Admin fee / account holder | $4,250 | $14,846-71.4% | $13,435-68.4% | $12,624-66.3% |