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 6-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 | $87,257 | $185,822-53.0% | $169,993-48.7% | $139,434-37.4% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 19.68% | 60.50%-40.8pp | 53.37%-33.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $5,022 | $7,590-33.8% | $6,785-26.0% | $4,751+5.7% |
| Participant deferral / active EE | $10,049 | $11,622-13.5% | $10,408-3.4% | $6,710+49.8% |
| Admin fee / account holder | $16,838 | $15,381+9.5% | $12,815+31.4% | $11,403+47.7% |