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 7-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 | $74,530 | $177,572-58.0% | $154,803-51.9% | $142,382-47.7% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.1%-1.9pp | 80.1%-3.9pp |
| Annual return | 19.32% | 65.07%-45.7pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,035 | $4,810-57.7% | $4,305-52.7% | $4,299-52.7% |
| Participant deferral / active EE | $6,994 | $6,272+11.5% | $5,540+26.2% | $6,507+7.5% |
| Admin fee / account holder | $1,721 | $16,786-89.7% | $14,329-88.0% | $12,624-86.4% |