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 | $74,988 | $154,228-51.4% | $145,433-48.4% | $137,256-45.4% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 20.27% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $6,688 | $4,804+39.2% | $4,554+46.9% | $4,156+60.9% |
| Participant deferral / active EE | $13,379 | $8,216+62.8% | $7,897+69.4% | $6,407+108.8% |
| Admin fee / account holder | $4,432 | $14,344-69.1% | $13,129-66.2% | $12,270-63.9% |