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 7-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 | $39,507 | $152,587-74.1% | $125,175-68.4% | $152,861-74.2% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 16.62% | 54.84%-38.2pp | 43.79%-27.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $3,154 | $4,946-36.2% | $3,865-18.4% | $4,762-33.8% |
| Participant deferral / active EE | $4,176 | $5,868-28.8% | $4,937-15.4% | $5,850-28.6% |
| Admin fee / account holder | $7,682 | $13,434-42.8% | $9,702-20.8% | $11,596-33.8% |