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 | $43,507 | $97,744-55.5% | $103,476-58.0% | $145,922-70.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 17.49% | 25.41%-7.9pp | 23.90%-6.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,767 | $4,677-62.2% | $4,672-62.2% | $4,660-62.1% |
| Participant deferral / active EE | $4,959 | $6,603-24.9% | $6,623-25.1% | $6,688-25.8% |
| Admin fee / account holder | $991 | $12,515-92.1% | $9,413-89.5% | $13,397-92.6% |