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 | $81,223 | $165,335-50.9% | $149,696-45.7% | $158,922-48.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.29% | 348.15%-330.9pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,134 | $5,103-38.6% | $4,644-32.5% | $4,761-34.2% |
| Participant deferral / active EE | $10,369 | $7,181+44.4% | $6,842+51.6% | $5,982+73.3% |
| Admin fee / account holder | $5,122 | $10,807-52.6% | $9,309-45.0% | $11,246-54.5% |