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 | $78,652 | $162,781-51.7% | $133,956-41.3% | $158,922-50.5% |
| Participation rate | 78.6% | 83.2%-4.6pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 15.01% | 41.94%-26.9pp | 45.09%-30.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,103 | $4,975-57.7% | $3,919-46.3% | $4,761-55.8% |
| Participant deferral / active EE | $5,049 | $5,911-14.6% | $5,0480% | $5,982-15.6% |
| Admin fee / account holder | $793 | $11,736-93.2% | $8,927-91.1% | $11,246-92.9% |