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 | $25,972 | $124,425-79.1% | $112,040-76.8% | $137,256-81.1% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 49.77% | 24.72%+25.1pp | 24.52%+25.3pp | 220.34%-170.6pp |
| Employer contribution / active EE | $1,920 | $3,411-43.7% | $2,954-35.0% | $4,156-53.8% |
| Participant deferral / active EE | $4,360 | $5,718-23.8% | $5,098-14.5% | $6,407-32.0% |
| Admin fee / account holder | $406 | $15,207-97.3% | $12,098-96.6% | $12,270-96.7% |