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 9-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 | $66,047 | $177,572-62.8% | $154,803-57.3% | $142,382-53.6% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 22.42% | 65.07%-42.6pp | 58.88%-36.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,398 | $4,810-70.9% | $4,305-67.5% | $4,299-67.5% |
| Participant deferral / active EE | $5,185 | $6,272-17.3% | $5,540-6.4% | $6,507-20.3% |
| Admin fee / account holder | $2,608 | $16,786-84.5% | $14,329-81.8% | $12,624-79.3% |