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 | $44,531 | $97,125-54.2% | $86,233-48.4% | $137,256-67.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 22.43% | 74.19%-51.8pp | 61.39%-39.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,770 | $2,841-2.5% | $2,504+10.6% | $4,156-33.4% |
| Participant deferral / active EE | $5,011 | $5,180-3.3% | $4,559+9.9% | $6,407-21.8% |
| Admin fee / account holder | $3,521 | $9,725-63.8% | $8,342-57.8% | $12,270-71.3% |