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 | $25,707 | $124,281-79.3% | $109,143-76.4% | $167,490-84.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 13.78% | 26.04%-12.3pp | 25.75%-12.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,526 | $4,207-40.0% | $3,722-32.1% | $4,837-47.8% |
| Participant deferral / active EE | $7,737 | $5,255+47.2% | $4,653+66.3% | $6,341+22.0% |
| Admin fee / account holder | $2,435 | $7,970-69.4% | $6,752-63.9% | $12,309-80.2% |