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 | $64,239 | $159,901-59.8% | $146,958-56.3% | $145,922-56.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 17.59% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $6,522 | $5,286+23.4% | $4,933+32.2% | $4,660+40.0% |
| Participant deferral / active EE | $11,913 | $8,428+41.3% | $8,070+47.6% | $6,688+78.1% |
| Admin fee / account holder | $5,415 | $15,044-64.0% | $12,998-58.3% | $13,397-59.6% |