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 | $80,760 | $81,208-0.6% | $98,907-18.3% | $79,858+1.1% |
| Participation rate | 76.7% | 72.5%+4.2pp | 76.0%+0.7pp | 69.6%+7.1pp |
| Annual return | 11.81% | 60.99%-49.2pp | 196.43%-184.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $928 | $1,960-52.7% | $2,689-65.5% | $2,471-62.4% |
| Participant deferral / active EE | $3,941 | $3,265+20.7% | $4,244-7.1% | $3,740+5.4% |
| Admin fee / account holder | $11,426 | $6,013+90.0% | $6,642+72.0% | $5,306+115.3% |