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 8-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 | $95,021 | $87,037+9.2% | $106,201-10.5% | $80,874+17.5% |
| Participation rate | 93.0% | 70.4%+22.6pp | 75.3%+17.7pp | 67.6%+25.4pp |
| Annual return | 14.06% | 17.05%-3.0pp | 116.26%-102.2pp | 35.62%-21.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $19,627 | $3,986+392.4% | $5,012+291.6% | $4,297+356.8% |
| Admin fee / account holder | $9,634 | $8,434+14.2% | $11,039-12.7% | $6,935+38.9% |