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 | $27,510 | $148,534-81.5% | $135,903-79.8% | $139,434-80.3% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 27.97% | 79.19%-51.2pp | 68.23%-40.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,651 | $5,243-49.4% | $4,856-45.4% | $4,751-44.2% |
| Participant deferral / active EE | $5,536 | $8,100-31.7% | $7,758-28.6% | $6,710-17.5% |
| Admin fee / account holder | $336 | $12,400-97.3% | $10,762-96.9% | $11,403-97.0% |