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 6-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 | $42,670 | $185,822-77.0% | $169,993-74.9% | $139,434-69.4% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 20.73% | 60.50%-39.8pp | 53.37%-32.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,706 | $7,590-51.2% | $6,785-45.4% | $4,751-22.0% |
| Participant deferral / active EE | $7,659 | $11,622-34.1% | $10,408-26.4% | $6,710+14.1% |
| Admin fee / account holder | $333 | $15,381-97.8% | $12,815-97.4% | $11,403-97.1% |