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 | $51,359 | $148,534-65.4% | $135,903-62.2% | $139,434-63.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 21.25% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,190 | $5,243-58.2% | $4,856-54.9% | $4,751-53.9% |
| Participant deferral / active EE | $7,859 | $8,100-3.0% | $7,758+1.3% | $6,710+17.1% |
| Admin fee / account holder | $1,281 | $12,400-89.7% | $10,762-88.1% | $11,403-88.8% |