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 | $68,909 | $96,128-28.3% | $136,007-49.3% | $80,856-14.8% |
| Participation rate | 77.1% | 71.2%+5.9pp | 76.5%+0.7pp | 67.6%+9.5pp |
| Annual return | 15.32% | 28.71%-13.4pp | 579.32%-564.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,163 | $3,351-35.5% | $4,217-48.7% | $2,755-21.5% |
| Participant deferral / active EE | $5,249 | $5,709-8.1% | $7,025-25.3% | $4,296+22.2% |
| Admin fee / account holder | $1,849 | $8,236-77.6% | $6,858-73.0% | $6,918-73.3% |