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 | $85,276 | $179,726-52.6% | $156,263-45.4% | $142,382-40.1% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 20.20% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,786 | $5,069-45.0% | $4,333-35.7% | $4,299-35.2% |
| Participant deferral / active EE | $5,795 | $6,956-16.7% | $6,158-5.9% | $6,507-10.9% |
| Admin fee / account holder | $324 | $17,272-98.1% | $14,255-97.7% | $12,624-97.4% |