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 | $60,000 | $201,272-70.2% | $184,203-67.4% | $145,922-58.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.68% | 29.00%-13.3pp | 28.81%-13.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,279 | $7,022-67.5% | $6,427-64.5% | $4,660-51.1% |
| Participant deferral / active EE | $6,613 | $9,806-32.6% | $9,131-27.6% | $6,688-1.1% |
| Admin fee / account holder | $1,601 | $16,364-90.2% | $13,901-88.5% | $13,397-88.0% |