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 | $50,021 | $175,202-71.4% | $149,673-66.6% | $139,434-64.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 21.25% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,891 | $5,474-65.5% | $4,818-60.8% | $4,751-60.2% |
| Participant deferral / active EE | $7,770 | $6,519+19.2% | $5,680+36.8% | $6,710+15.8% |
| Admin fee / account holder | $1,301 | $16,150-91.9% | $13,210-90.2% | $11,403-88.6% |