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 4-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 | $53,100 | $74,888-29.1% | $71,209-25.4% | $142,382-62.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.91% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,274 | $2,854-20.3% | $2,721-16.4% | $4,299-47.1% |
| Participant deferral / active EE | $10,016 | $4,454+124.9% | $4,175+139.9% | $6,507+53.9% |
| Admin fee / account holder | $765 | $5,568-86.3% | $5,349-85.7% | $12,624-93.9% |