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 5-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 | $26,199 | $214,378-87.8% | $200,582-86.9% | $142,382-81.6% |
| Participation rate | 72.2% | 87.4%-15.2pp | 86.9%-14.7pp | 80.1%-7.9pp |
| Annual return | 32.21% | 46.41%-14.2pp | 42.33%-10.1pp | 217.08%-184.9pp |
| Employer contribution / active EE | $2,227 | $6,841-67.4% | $6,419-65.3% | $4,299-48.2% |
| Participant deferral / active EE | $3,046 | $9,865-69.1% | $9,331-67.4% | $6,507-53.2% |
| Admin fee / account holder | $1,176 | $17,692-93.4% | $16,305-92.8% | $12,624-90.7% |