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 8-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 | $56,114 | $111,814-49.8% | $103,374-45.7% | $145,959-61.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.38% | 24.77%-13.4pp | 24.89%-13.5pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,700 | $4,214-59.7% | $3,869-56.1% | $4,661-63.5% |
| Participant deferral / active EE | $7,180 | $5,618+27.8% | $5,058+42.0% | $6,689+7.4% |
| Admin fee / account holder | $3,477 | $9,754-64.4% | $8,394-58.6% | $13,398-74.0% |