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 | $78,223 | $71,050+10.1% | $93,606-16.4% | $80,856-3.3% |
| Participation rate | 85.7% | 60.4%+25.3pp | 68.7%+17.0pp | 67.6%+18.1pp |
| Annual return | 10.01% | 11.26%-1.2pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $822 | $1,564-47.5% | $2,420-66.0% | $2,755-70.2% |
| Participant deferral / active EE | $5,890 | $4,034+46.0% | $4,411+33.5% | $4,296+37.1% |
| Admin fee / account holder | $6,970 | $6,945+0.4% | $8,285-15.9% | $6,918+0.8% |