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 | $68,095 | $117,983-42.3% | $101,794-33.1% | $142,382-52.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 90.38% | 36.92%+53.5pp | 30.53%+59.9pp | 217.08%-126.7pp |
| Employer contribution / active EE | $2,606 | $2,773-6.0% | $2,289+13.9% | $4,299-39.4% |
| Participant deferral / active EE | $5,304 | $4,714+12.5% | $4,084+29.9% | $6,507-18.5% |
| Admin fee / account holder | $1,068 | $10,433-89.8% | $8,777-87.8% | $12,624-91.5% |