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 4-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 | $40,151 | $172,111-76.7% | $150,298-73.3% | $137,256-70.7% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 23.30% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,734 | $4,636-41.0% | $4,154-34.2% | $4,156-34.2% |
| Participant deferral / active EE | $7,959 | $6,166+29.1% | $5,453+46.0% | $6,407+24.2% |
| Admin fee / account holder | $1,035 | $16,471-93.7% | $14,116-92.7% | $12,270-91.6% |