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 4-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 | $60,043 | $209,336-71.3% | $197,124-69.5% | $137,256-56.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.65% | 48.09%-26.4pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,246 | $6,591-50.7% | $6,227-47.9% | $4,156-21.9% |
| Participant deferral / active EE | $10,943 | $9,614+13.8% | $9,135+19.8% | $6,407+70.8% |
| Admin fee / account holder | $713 | $17,308-95.9% | $16,298-95.6% | $12,270-94.2% |