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 | $69,059 | $159,602-56.7% | $150,045-54.0% | $142,382-51.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 23.48% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $9,798 | $4,961+97.5% | $4,693+108.8% | $4,299+127.9% |
| Participant deferral / active EE | $8,927 | $8,310+7.4% | $7,997+11.6% | $6,507+37.2% |
| Admin fee / account holder | $1,995 | $14,846-86.6% | $13,435-85.1% | $12,624-84.2% |