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 6-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 | $33,388 | $179,726-81.4% | $156,263-78.6% | $142,382-76.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 20.45% | 77.86%-57.4pp | 59.47%-39.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,636 | $5,069-67.7% | $4,333-62.2% | $4,299-61.9% |
| Participant deferral / active EE | $7,899 | $6,956+13.6% | $6,158+28.3% | $6,507+21.4% |
| Admin fee / account holder | $1,468 | $17,272-91.5% | $14,255-89.7% | $12,624-88.4% |