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 4-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 | $52,261 | $154,228-66.1% | $145,433-64.1% | $137,256-61.9% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 17.28% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,196 | $4,804-75.1% | $4,554-73.7% | $4,156-71.2% |
| Participant deferral / active EE | $9,279 | $8,216+12.9% | $7,897+17.5% | $6,407+44.8% |
| Admin fee / account holder | $5,242 | $14,344-63.5% | $13,129-60.1% | $12,270-57.3% |