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 | $55,353 | $126,574-56.3% | $106,213-47.9% | $145,922-62.1% |
| Participation rate | 94.7% | 77.6%+17.1pp | 75.3%+19.5pp | 80.3%+14.5pp |
| Annual return | 12.24% | 224.79%-212.5pp | 116.14%-103.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $6,313 | $3,730+69.2% | $3,171+99.1% | $4,660+35.5% |
| Participant deferral / active EE | $14,868 | $5,724+159.8% | $5,016+196.4% | $6,688+122.3% |
| Admin fee / account holder | $12,609 | $17,304-27.1% | $11,033+14.3% | $13,397-5.9% |