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 5-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 | $81,395 | $77,314+5.3% | $177,989-54.3% | $80,856+0.7% |
| Participation rate | 72.0% | 65.7%+6.3pp | 77.1%-5.1pp | 67.6%+4.4pp |
| Annual return | 17.18% | 18.09%-0.9pp | 294.48%-277.3pp | 35.59%-18.4pp |
| Employer contribution / active EE | $5,671 | $2,292+147.4% | $3,949+43.6% | $2,755+105.8% |
| Participant deferral / active EE | $6,704 | $4,411+52.0% | $6,276+6.8% | $4,296+56.1% |
| Admin fee / account holder | $4,327 | $7,191-39.8% | $10,363-58.2% | $6,918-37.5% |