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 8-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 | $87,456 | $154,117-43.3% | $129,995-32.7% | $139,434-37.3% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.5%+16.0pp | 80.3%+14.1pp |
| Annual return | 17.51% | 32.48%-15.0pp | -137.18%+154.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $19,958 | $5,289+277.4% | $4,320+362.0% | $4,751+320.1% |
| Participant deferral / active EE | $7,978 | $6,710+18.9% | $5,820+37.1% | $6,710+18.9% |
| Admin fee / account holder | $3,608 | $14,007-74.2% | $10,614-66.0% | $11,403-68.4% |