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 | $92,031 | $201,259-54.3% | $184,200-50.0% | $145,959-36.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.29% | 28.98%-14.7pp | 28.80%-14.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,057 | $7,018-70.7% | $6,424-68.0% | $4,661-55.9% |
| Participant deferral / active EE | $15,878 | $9,806+61.9% | $9,132+73.9% | $6,689+137.4% |
| Admin fee / account holder | $367 | $16,372-97.8% | $13,907-97.4% | $13,398-97.3% |