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 6-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 | $40,915 | $201,272-79.7% | $184,203-77.8% | $145,922-72.0% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 18.44% | 29.00%-10.6pp | 28.81%-10.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,554 | $7,022-63.6% | $6,427-60.3% | $4,660-45.2% |
| Participant deferral / active EE | $4,562 | $9,806-53.5% | $9,131-50.0% | $6,688-31.8% |
| Admin fee / account holder | $1,083 | $16,364-93.4% | $13,901-92.2% | $13,397-91.9% |