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 | $59,410 | $68,346-13.1% | $94,646-37.2% | $75,163-21.0% |
| Participation rate | 74.2% | 76.1%-1.9pp | 80.8%-6.6pp | 67.2%+7.0pp |
| Annual return | 21.32% | 616.93%-595.6pp | 156.71%-135.4pp | 160.62%-139.3pp |
| Employer contribution / active EE | $3,546 | $2,701+31.3% | $3,672-3.4% | $2,670+32.8% |
| Participant deferral / active EE | $9,277 | $6,537+41.9% | $7,418+25.1% | $4,125+124.9% |
| Admin fee / account holder | $1,596 | $5,326-70.0% | $7,231-77.9% | $5,651-71.8% |