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 9-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 | $82,558 | $106,515-22.5% | $96,683-14.6% | $139,434-40.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 18.45% | 38.43%-20.0pp | 35.69%-17.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $889 | $4,103-78.3% | $3,737-76.2% | $4,751-81.3% |
| Participant deferral / active EE | $5,773 | $5,454+5.9% | $4,878+18.3% | $6,710-14.0% |
| Admin fee / account holder | $7,841 | $7,877-0.5% | $6,730+16.5% | $11,403-31.2% |