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 | $73,092 | $95,266-23.3% | $82,389-11.3% | $142,382-48.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 14.25% | 25.74%-11.5pp | 28.67%-14.4pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,299 | $2,991+43.7% | $2,517+70.8% | $4,2990% |
| Participant deferral / active EE | $6,080 | $4,809+26.4% | $4,155+46.4% | $6,507-6.6% |
| Admin fee / account holder | $3,828 | $8,563-55.3% | $7,231-47.1% | $12,624-69.7% |