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 | $66,402 | $127,065-47.7% | $113,168-41.3% | $142,382-53.4% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 20.66% | 24.03%-3.4pp | 24.27%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $11,159 | $3,442+224.2% | $2,975+275.1% | $4,299+159.6% |
| Participant deferral / active EE | $11,998 | $5,716+109.9% | $5,107+134.9% | $6,507+84.4% |
| Admin fee / account holder | $5,290 | $15,736-66.4% | $12,068-56.2% | $12,624-58.1% |