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 | $84,464 | $148,534-43.1% | $135,903-37.8% | $139,434-39.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.27% | 79.19%-37.9pp | 68.23%-27.0pp | 372.94%-331.7pp |
| Employer contribution / active EE | $1,602 | $5,243-69.4% | $4,856-67.0% | $4,751-66.3% |
| Participant deferral / active EE | $2,677 | $8,100-67.0% | $7,758-65.5% | $6,710-60.1% |
| Admin fee / account holder | $6,898 | $12,400-44.4% | $10,762-35.9% | $11,403-39.5% |