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 3-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 | $88,537 | $214,378-58.7% | $200,582-55.9% | $142,382-37.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 26.76% | 46.41%-19.6pp | 42.33%-15.6pp | 217.08%-190.3pp |
| Employer contribution / active EE | $12,328 | $6,841+80.2% | $6,419+92.1% | $4,299+186.8% |
| Participant deferral / active EE | $10,938 | $9,865+10.9% | $9,331+17.2% | $6,507+68.1% |
| Admin fee / account holder | $3,072 | $17,692-82.6% | $16,305-81.2% | $12,624-75.7% |