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 | $67,117 | $114,381-41.3% | $107,525-37.6% | $142,382-52.9% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.1%+20.8pp | 80.1%+15.7pp |
| Annual return | 15.10% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,199 | $4,015-45.2% | $3,754-41.4% | $4,299-48.8% |
| Participant deferral / active EE | $5,125 | $5,564-7.9% | $5,116+0.2% | $6,507-21.2% |
| Admin fee / account holder | $2,762 | $9,860-72.0% | $8,919-69.0% | $12,624-78.1% |