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 | $57,974 | $104,974-44.8% | $95,585-39.3% | $142,382-59.3% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 17.82% | 210.33%-192.5pp | 38.56%-20.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,434 | $2,779+23.6% | $2,527+35.9% | $4,299-20.1% |
| Participant deferral / active EE | $8,326 | $4,352+91.3% | $4,023+107.0% | $6,507+28.0% |
| Admin fee / account holder | $1,040 | $6,386-83.7% | $6,127-83.0% | $12,624-91.8% |