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 10-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 | $78,006 | $114,381-31.8% | $107,525-27.5% | $142,382-45.2% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 19.44% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,484 | $4,015+61.5% | $3,754+72.7% | $4,299+50.8% |
| Participant deferral / active EE | $3,846 | $5,564-30.9% | $5,116-24.8% | $6,507-40.9% |
| Admin fee / account holder | $698 | $9,860-92.9% | $8,919-92.2% | $12,624-94.5% |