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 | $53,938 | $73,933-27.0% | $96,683-44.2% | $75,163-28.2% |
| Participation rate | 95.9% | 66.4%+29.5pp | 74.3%+21.6pp | 67.2%+28.7pp |
| Annual return | 18.61% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $4,608 | $2,928+57.4% | $3,737+23.3% | $2,670+72.6% |
| Participant deferral / active EE | $9,271 | $3,659+153.4% | $4,878+90.0% | $4,125+124.7% |
| Admin fee / account holder | $13,673 | $5,216+162.1% | $6,730+103.2% | $5,651+142.0% |