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 8-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 | $76,057 | $78,672-3.3% | $109,143-30.3% | $85,850-11.4% |
| Participation rate | 74.2% | 68.3%+5.9pp | 75.9%-1.7pp | 69.3%+4.9pp |
| Annual return | 13.85% | 25.09%-11.2pp | 25.75%-11.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,137 | $2,735-58.4% | $3,722-69.4% | $2,565-55.7% |
| Participant deferral / active EE | $3,950 | $3,467+13.9% | $4,653-15.1% | $3,9520% |
| Admin fee / account holder | $774 | $5,469-85.8% | $6,752-88.5% | $6,260-87.6% |