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 7-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 | $52,572 | $108,825-51.7% | $156,181-66.3% | $82,448-36.2% |
| Participation rate | 71.6% | 72.4%-0.7pp | 78.8%-7.2pp | 68.1%+3.6pp |
| Annual return | 15.25% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,378 | $4,577-4.4% | $6,132-28.6% | $4,139+5.8% |
| Admin fee / account holder | $8,437 | $9,341-9.7% | $14,586-42.2% | $7,234+16.6% |